TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 653,179 $22.7M 0.05% -24,297 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 403,555 $14M <0.01% +31,802 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/ 359,208 $12.5M <0.01% +5,216 13F-HR Timeline Group Pictet Asset Management Holding SA in group Pictet Asset Management Holdi⦠More: the full row for Pictet Asset Management Holding SA 352,032 $12.2M 0.01% +3,735 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 351,014 $12.2M <0.01% +5,890 13F-HR/A Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 303,871 $10.6M 0.14% +1,327 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 185,879 $6.46M 1.5% +1,729 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 136,762 $4.75M 2.45% -1,779 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 115,827 $4.03M <0.01% -1,363 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 72,418 $2.52M <0.01% new 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 60,169 $2.09M 1.85% +11,714 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 55,273 $1.92M <0.01% +3,327 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 35,133 $1.22M 0.01% -13,901 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 30,375 $1.06M <0.01% -648 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 28,659 $996K <0.01% +1,032 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 28,571 $993K <0.01% +2,590 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 24,978 $868K <0.01% -1,270 13F-HR Timeline Group Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 17,525 $609K 0.02% -13,965 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 17,443 $606K 0.31% +65 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 15,253 $530K <0.01% +1,806 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 13,666 $475K <0.01% -4,325 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,097 $455K <0.01% +1,820 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,970 $416K 0.01% -347 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 10,587 $368K <0.01% +847 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,775 $340K 0.01% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 8,914 $310K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 8,173 $284K 0.06% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 7,888 $274K <0.01% +1,316 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 7,203 $250K 0.01% -12,462 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 6,880 $239K <0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,548 $158K <0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,370 $152K 0.02% -1,687 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,775 $131K <0.01% -232 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,000 $104K <0.01% 0 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 2,030 $70.6K 0.06% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,447 $50.3K <0.01% -32 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,213 $42.2K <0.01% -50 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 700 $24.3K 0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 614 $21.3K <0.01% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 603 $21K <0.01% new 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 358 $12.4K 0.01% -14,216 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 303 $10.5K <0.01% new 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 $7.37K <0.01% -62 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 201 $6.98K <0.01% -47 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 128 $4.45K <0.01% 0 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 107 $3.72K <0.01% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 72 $2.5K <0.01% new 13F-HR Timeline