MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,900,775 $42.5M <0.01% +323,691 13F-HR/A 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 1,591,519 $35.6M 0.01% +621,766 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,399,529 $31.3M +10,546 Timeline First Pacific Financial More: the full row for First Pacific Financial 1,189,868 $26.6M 3.47% +106,292 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 903,059 $20.2M 0.05% +39,759 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 744,182 $16.6M 0.47% +547,150 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 474,351 $10.6M <0.01% +65,310 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 407,545 $9.11M 0.72% +33,354 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 380,041 $8.5M 0.11% -28,855 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 315,950 $7.06M -89,449 Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 315,007 $7.04M 2.85% +4,137 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 293,370 $6.56M 0.09% +12,440 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 270,347 $6.04M 0.46% +28,008 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/ 258,074 $5.77M <0.01% +20,889 13F-HR Timeline Group Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 244,218 $5.46M 0.42% -31,061 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 185,683 $4.15M 0.01% +11,928 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 182,840 $4.09M 0.07% +48,004 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 154,014 $3.44M 1.29% -481 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 132,063 $2.95M 0.49% +7,705 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 127,554 $2.85M 0.02% -1,070 13F-HR Timeline Group Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 123,622 $2.76M 1.2% +2,191 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 121,505 $2.72M 1.01% +14,059 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 117,056 $2.62M <0.01% -6,641 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 116,733 $2.61M <0.01% +4,340 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 109,805 $2.45M 0.03% +7,009 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 104,309 $2.33M 1.05% -2,878 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 95,760 $2.14M <0.01% -38,188 13F-HR Timeline Group MAYPORT, LLC More: the full row for MAYPORT, LLC 94,104 $2.1M 0.42% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 93,876 $2.1M <0.01% +16,610 13F-HR/A Timeline Group Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 92,318 $2.06M 0.63% -656 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 90,268 $2.02M 0.03% +4,819 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 83,076 $1.86M <0.01% -3,435 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 67,967 $1.52M <0.01% -1 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 67,020 $1.5M 0.01% new 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 64,224 $1.44M 0.11% +16,650 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 61,116 $1.37M <0.01% -13,919 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 55,837 $1.25M <0.01% +1,715 13F-HR Timeline Group A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 53,495 $1.2M 0.57% +2,274 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 42,905 $959K 0.01% +362 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 42,482 $950K <0.01% +660 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 38,606 $863K <0.01% -4,362 13F-HR Timeline Group rebel Financial LLC More: the full row for rebel Financial LLC 37,777 $845K 0.36% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 36,514 $816K <0.01% -15,852 13F-HR Timeline Group CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 36,455 $815K 0.06% 0 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 36,039 $806K 0.03% -195 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 35,836 $801K <0.01% +2,043 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 34,713 $776K <0.01% +579 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 33,722 $754K <0.01% -54,932 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 33,692 $753K <0.01% -2,717 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 33,365 $746K <0.01% +7,193 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 31,729 $709K 0.01% +236 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 31,014 $693K 0.43% +371 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 30,812 $689K <0.01% -2,669 13F-HR Timeline Group Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 30,429 $680K 0.1% +570 13F-HR Timeline Townsend Financial Planning, LLC More: the full row for Townsend Financial Planning, LLC 29,439 $658K 0.66% 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 27,282 $611K <0.01% -4,083 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 26,782 $599K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 26,529 $593K <0.01% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 24,663 $551K 0.01% -31 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 24,512 $548K 0.01% +4,978 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 24,491 $547K 1.05% +79 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 24,115 $538K 0.07% -4,010 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 23,126 $517K <0.01% +2,446 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 22,777 $509K <0.01% +1,496 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 22,211 $497K 0.02% +4,973 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 21,289 $476K 0.01% -70 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 20,920 $468K 0.06% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 20,404 $456K 0.03% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 19,670 $440K 0.03% 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 19,098 $427K 0.11% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 15,907 $355K 0.09% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 14,850 $332K 0.01% 0 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 14,798 $331K 0.03% new 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 14,405 $322K 0.27% -1 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 13,923 $311K 0.04% +184 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 13,341 $298K <0.01% +1,954 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 13,050 $292K 0.09% -1,173 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,932 $289K <0.01% new 13F-HR Timeline Group SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 12,602 $282K 0.11% +575 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 12,353 $276K 0.01% +2,884 13F-HR Timeline Sensenig Capital Advisors, Inc More: the full row for Sensenig Capital Advisors, Inc 12,010 $268K 0.27% 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 12,003 $268K 0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 11,173 $250K 0.01% +148 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 9,680 $217K 0.08% 0 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 9,680 $216K <0.01% 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 $215K <0.01% 0 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 9,613 $215K 0.03% 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 9,341 $209K 0.01% new 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 9,128 $204K 0.04% -169 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 8,951 $200K 0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 8,759 $196K 0.04% -4,203 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 8,097 $181K 0.11% +3,708 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,669 $171K <0.01% -796 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 7,658 $171K 0.01% -6 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7,384 $165K 0.05% -153 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,620 $148K <0.01% -2,375 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 6,039 $135K 0.02% +1,023 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,585 $103K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,109 $91.9K 0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 3,720 $83.2K 0.02% +46 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,714 $83K <0.01% new 13F-HR Timeline Group Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 3,612 $80.7K 0.08% 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 3,320 $74.4K 0.07% 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 3,140 $70.2K 0.05% 0 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,860 $63.9K <0.01% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,736 $61.2K 0.02% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,700 $60.4K 0.02% +3 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,090 $46.7K <0.01% 0 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,038 $45.6K 0.01% +760 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,006 $44.8K <0.01% -152 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 1,925 $43K 0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1,744 $39K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,162 $26K 0.01% +136 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 780 $17.4K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 682 $15.2K <0.01% +69 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 499 $11.2K <0.01% +41 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 450 $10.1K <0.01% +43 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 450 $10K 0.01% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 415 $9.28K <0.01% 0 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 408 $9.12K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 273 $6.1K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 248 $5.54K <0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 149 $3.33K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 151 $3K <0.01% 0 13F-HR Timeline