MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,073,233 $45.9M <0.01% +102,471 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 1,726,746 $38.2M 0.01% +82,298 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,662,364 $36.8M 0.01% +121,176 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 945,022 $20.9M 0.05% +43,341 13F-HR/A Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 539,366 $11.9M 0.28% -221,696 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 519,090 $11.5M <0.01% +22,353 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 452,900 $10M 0.73% +28,993 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 426,103 $9.43M 0.11% +24,796 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 313,124 $6.93M 2.52% -3,909 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 310,210 $6.87M 0.01% -5,858 13F-HR Timeline Group Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 302,281 $6.69M 0.52% +19,859 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/ 261,325 $5.78M <0.01% -1,634 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 236,677 $5.24M 0.01% new 13F-HR/A Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 204,117 $4.54M <0.01% +172,216 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 184,954 $4.09M 0.06% -19,111 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 179,602 $3.98M 0.01% -16,556 13F-HR Timeline Group Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 161,515 $3.58M 1.22% +537 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 149,955 $3.3M 0.48% +15,805 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 143,312 $3.17M 0.4% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 143,046 $3.17M 0.03% -27,961 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 134,567 $2.98M 0.02% +7,812 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 127,066 $2.81M 0.01% +15,439 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 125,902 $2.79M 1.02% -1,282 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 125,258 $2.77M 0.96% +136 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 115,102 $2.55M <0.01% -11,147 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 114,583 $2.54M <0.01% -8,160 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 111,560 $2.47M <0.01% -21,746 13F-HR Timeline Group Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 101,739 $2.25M 0.89% -423 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 94,104 $2.08M 0.32% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 89,440 $1.98M 0.56% -2,915 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 87,833 $1.94M 0.02% -809 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 75,742 $1.68M <0.01% +7,427 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 71,710 $1.59M <0.01% +4,784 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 68,207 $1.51M <0.01% +11,446 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 66,242 $1.47M <0.01% -12,737 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 59,927 $1.33M <0.01% +80 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 55,431 $1.23M 0.53% -2,652 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 54,996 $1.22M 0.02% -55,796 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 51,664 $1.14M <0.01% +3,996 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 46,058 $1.02M <0.01% +317 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 44,251 $979K <0.01% +12,298 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 44,238 $979K <0.01% +739 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 42,748 $946K 0.01% +622 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 42,379 $938K 0.06% -463 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 39,255 $869K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 38,284 $847K <0.01% +433 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 37,363 $827K <0.01% +17,648 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 36,291 $803K <0.01% +197 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 34,419 $762K 0.01% -8,513 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 33,836 $749K 0.39% +2,822 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 33,651 $745K 0.07% +301 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 32,844 $727K <0.01% -1,588 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 32,669 $723K <0.01% -31,695 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 32,499 $719K 0.01% +8,260 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 32,062 $710K 0.01% +5,780 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 31,920 $707K 0.09% +758 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 30,214 $669K 0.03% -1,410 13F-HR Timeline Townsend Financial Planning, LLC More: the full row for Townsend Financial Planning, LLC 29,214 $647K 0.56% -281 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 26,374 $584K 0.02% -9,478 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 25,436 $563K <0.01% +527 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 24,170 $535K 0.01% +1,642 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 24,134 $534K <0.01% -2,335 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 22,942 $508K <0.01% -4,161 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 21,530 $477K 0.05% +504 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 20,915 $463K 0.03% +1,633 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 19,941 $441K 0.01% +541 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 19,934 $441K 0.05% +5,926 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 19,753 $437K 0.03% -651 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 19,609 $434K <0.01% +2,190 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 19,440 $430K <0.01% +5,667 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 18,549 $411K 0.12% +1,081 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 17,581 $389K 0.03% +2,435 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 17,438 $386K 0.09% -842 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 15,300 $338K 0.07% 0 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 15,276 $332K 0.11% +649 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 14,850 $329K 0.01% 0 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 13,319 $295K 0.07% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,403 $272K <0.01% +1 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 12,003 $266K 0.01% 0 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 11,910 $264K 0.03% -9,003 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 11,813 $261K 0.01% +2,233 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 11,901 $259K 0.02% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 11,206 $248K 0.01% +115 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 10,994 $243K <0.01% +623 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 10,778 $239K 0.36% -7,999 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 10,682 $236K 0.01% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,394 $230K <0.01% -29,475 13F-HR Timeline Group Clearview Wealth Management LLC More: the full row for Clearview Wealth Management LLC 10,047 $222K 0.14% 0 13F-HR Timeline Sensenig Capital Advisors, Inc More: the full row for Sensenig Capital Advisors, Inc 9,861 $218K 0.2% -148 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 9,680 $214K 0.07% 0 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 9,635 $213K <0.01% 0 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 9,613 $213K 0.02% 0 13F-HR/A Timeline First Pacific Financial More: the full row for First Pacific Financial 8,360 $185K 0.02% -1,241,966 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 8,097 $179K 0.1% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 7,580 $168K <0.01% -101 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,550 $145K 0.03% -12 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 5,380 $119K 0.01% -659 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 3,852 $85.3K 0.06% +712 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 3,720 $82.3K 0.01% 13F-HR Timeline Group Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 3,612 $80K 0.07% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 3,320 $73.5K 0.07% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,736 $60.6K 0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,704 $59.9K 0.02% +2 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 2,663 $58.9K 0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,090 $46.3K <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,006 $44.4K <0.01% 0 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 1,925 $42.6K 0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,777 $39.3K <0.01% -292 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,773 $39.2K <0.01% new 13F-HR Timeline Group Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1,754 $38.8K 0.01% +6 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,597 $35.4K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,409 $31.3K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,280 $28K 0.02% +97 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,198 $26.5K <0.01% +925 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,025 $22.7K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,000 $22.1K <0.01% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 780 $17.3K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 562 $12.4K <0.01% +63 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 461 $10.2K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 453 $10K <0.01% +3 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 415 $9.19K <0.01% 0 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 211 $4K <0.01% +60 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1 $22 <0.01% 0 13F-HR Timeline