TIAA group of 2 filers holding More: the full row for TIAA 734,709 $27.1M +81,530 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 448,143 $16.5M <0.01% +44,588 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 412,299 $15.2M <0.01% +53,091 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 361,133 $13.3M <0.01% +10,119 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 302,148 $11.2M 0.14% -1,723 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 265,511 $9.8M 0.01% -86,521 13F-HR Timeline Group Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 185,267 $6.84M 1.33% -612 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 136,747 $5.05M 2.54% -15 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 134,417 $4.96M <0.01% +105,846 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 116,425 $4.3M <0.01% +598 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 105,643 $3.9M 0.01% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 96,291 $3.56M <0.01% +23,873 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 77,731 $2.87M 0.14% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 67,698 $2.5M <0.01% +12,425 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 58,540 $2.16M 1.97% -1,629 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 40,916 $1.51M <0.01% +15,938 13F-HR/A Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 35,133 $1.3M 0.01% 0 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 32,460 $1.2M <0.01% new 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 26,890 $993K <0.01% -1,769 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 19,162 $707K 0.59% +1,719 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 16,300 $602K 0.02% -1,225 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,559 $501K <0.01% +462 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,736 $396K 0.01% -1,234 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 9,985 $369K <0.01% -602 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,775 $361K 0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 9,099 $336K <0.01% -21,276 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 8,914 $329K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 8,173 $302K 0.06% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 7,358 $272K <0.01% -530 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 6,880 $254K <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 $168K <0.01% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,775 $139K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,000 $111K <0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,977 $110K 0.01% -1,393 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 2,030 $74.9K 0.06% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,434 $52.9K <0.01% -13 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,246 $46K <0.01% +33 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 700 $25.8K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 614 $22.7K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 550 $20.3K <0.01% new 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 358 $13.2K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 303 $11.2K <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 $7.83K <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 $4.59K <0.01% 0 13F-HR Timeline Group