TIAA group of 2 filers holding More: the full row for TIAA 2,188,344 $87.6M +11,385 Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,646,694 $65.9M 0.13% +9,076 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,321,818 $52.9M 0.01% +5,950 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 857,223 $34.3M 0.01% +50,698 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 840,715 $33.6M <0.01% +30,650 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/ 789,067 $31.6M <0.01% +69,383 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 474,012 $19M 0.04% -5,907 13F-HR/A Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 415,013 $16.6M 0.39% +41,317 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 299,935 $12M 0.15% +62,390 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 274,056 $11M 0.22% +110,238 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 271,289 $10.9M <0.01% +129,002 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 253,459 $10.1M 0.39% +6,763 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 208,235 $8.33M 3.06% -281 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 197,291 $7.9M <0.01% +9,053 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 176,041 $7.05M 3.45% -110,264 13F-HR Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 156,093 $6.23M -52,602 Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 152,168 $6.09M 0.01% +3,859 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 136,853 $5.48M 0.06% +4,887 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 135,264 $5.41M 0.24% +69,267 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 127,555 $5.1M <0.01% +2,755 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 127,349 $5.1M 0.01% +986 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 122,362 $4.9M 0.02% -6,361 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 119,655 $4.79M 2.03% +5,644 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 104,411 $4.18M 0.49% +880 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 101,519 $4.06M 0.13% +753 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 100,862 $4.04M 0.17% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 100,344 $4.02M <0.01% +2,844 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 90,069 $3.6M 0.04% +280 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 88,705 $3.55M 0.04% -1,637 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 81,591 $3.27M 0.03% -14,535 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 66,412 $2.66M 1.48% -44,650 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 59,488 $2.38M 0.01% -3,722 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 55,689 $2.23M 0.01% +5,826 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 55,553 $2.22M 0.55% +329 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 55,532 $2.22M <0.01% +11,288 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 54,413 $2.18M <0.01% +9,119 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 47,788 $1.91M <0.01% +10,928 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 44,930 $1.8M <0.01% -704 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 44,930 $1.8M 0.03% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 43,341 $1.73M <0.01% -175 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 43,327 $1.73M 0.38% +16,838 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 40,106 $1.6M 0.55% +1,608 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 38,802 $1.55M 0.27% +137 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 38,476 $1.54M 0.03% 0 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 38,275 $1.53M 0.12% -700 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 37,677 $1.51M 0.11% +12 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 36,920 $1.48M <0.01% +1,682 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 34,365 $1.38M 0.03% 0 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 32,983 $1.32M <0.01% -466 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 32,287 $1.29M <0.01% -3,815 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 30,769 $1.25M 0.01% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 30,886 $1.24M 0.08% +6,834 13F-HR Timeline Trust Co More: the full row for Trust Co 29,952 $1.2M 0.11% -1,545 13F-HR Timeline CX Institutional More: the full row for CX Institutional 28,923 $1.16M 0.03% +3,058 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 28,480 $1.14M 0.28% -1,293 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 27,064 $1.12M 0.39% +158 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 26,551 $1.06M 0.12% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 24,926 $998K 0.01% -1,692 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 24,886 $996K 0.01% +9,980 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 24,440 $978K 0.08% -79 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 22,676 $907K 0.19% +157 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 22,062 $883K <0.01% -51,913 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 21,341 $854K <0.01% +747 13F-HR Timeline Group Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 20,056 $803K 0.33% -302 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 19,706 $789K <0.01% -325 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 19,282 $772K 0.02% +1,374 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 18,372 $735K <0.01% +483 13F-HR Timeline Group Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 17,481 $700K 0.44% +5,240 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 16,689 $668K 0.06% +4,522 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 15,513 $621K <0.01% +865 13F-HR Timeline Group Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 14,479 $579K 0.08% -8,500 13F-HR Timeline Group Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 13,948 $558K 0.19% +1 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 13,246 $530K 0.04% -38 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 13,022 $521K 0.04% 0 13F-HR/A Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 12,997 $520K 0.06% -71 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 14,161 $511K 0.01% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 12,758 $511K 0.01% -484 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 12,500 $500K 0.05% +1,500 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 11,970 $479K 0.01% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 11,677 $467K 0.07% -34 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 11,129 $445K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 11,111 $445K 0.08% -107 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 10,932 $437K <0.01% new 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 10,747 $430K 0.06% -312 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 10,323 $413K 0.08% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 10,179 $407K 0.01% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 9,639 $386K <0.01% new 13F-HR/A Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 9,504 $380K 0.2% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 9,451 $378K 0.14% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 9,021 $361K <0.01% +375 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 8,868 $355K <0.01% -13 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 8,614 $345K 0.03% +243 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 8,456 $338K 0.1% +61 13F-HR Timeline Clearview Wealth Management LLC More: the full row for Clearview Wealth Management LLC 8,280 $331K 0.21% -125 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 8,078 $328K 0.02% +2,072 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 8,047 $322K 0.09% -1,130 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,034 $322K <0.01% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 7,710 $309K <0.01% 0 13F-HR/A Timeline Group Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 7,604 $304K 0.06% -1,827 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 7,552 $302K 0.07% +1,364 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 7,244 $290K 0.16% +488 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 6,770 $271K 0.11% +554 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,533 $261K <0.01% -9,674 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,514 $261K 0.01% -2,417 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 6,288 $252K 0.09% -226 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 6,299 $250K 0.03% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 6,190 $248K <0.01% new 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 6,006 $240K 0.07% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,951 $238K <0.01% new 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 5,921 $237K 0.07% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,617 $225K <0.01% -1,883 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 5,602 $224K 0.34% -2,751 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,540 $222K 0.01% new 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 5,387 $216K 0.06% -529 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,364 $215K <0.01% new 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 5,220 $209K 0.11% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,205 $208K 0.02% new 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,440 $178K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 4,060 $162K 0.02% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,930 $157K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,635 $145K <0.01% -36 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3,600 $144K 0.03% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 3,200 $128K 0.04% +115 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,404 $96.2K <0.01% +1,587 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,380 $95.2K <0.01% +245 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 2,233 $89.4K <0.01% +35 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,053 $82.2K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,947 $77.9K <0.01% +1,028 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,213 $48.3K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,000 $40K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,000 $40K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 959 $38.4K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 910 $36.4K 0.04% +469 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 895 $35.8K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 805 $32.2K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 719 $29K 0.02% +34 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 680 $27.2K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 677 $27.1K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 644 $25.8K <0.01% -100 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 492 $19.7K <0.01% 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 384 $15.4K 0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 353 $14K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 312 $12.5K <0.01% -79 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 275 $10.9K <0.01% -11 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 268 $10.7K <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 256 $10.2K 0.01% 0 13F-HR Timeline Kroeger Financial Partners More: the full row for Kroeger Financial Partners 237 $9.48K 0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 210 $8.4K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 195 $7.8K <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 185 $7.4K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 86 $3.44K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 80 $3.2K <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 17 $680 <0.01% 0 13F-HR Timeline