TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 2,152,774 $64.7M 0.2% +84,501 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,467,439 $44.1M 0.13% -55,594 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,317,376 $39.6M 0.01% +78,237 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/ 741,727 $22.3M <0.01% +43,833 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 723,421 $21.7M +32,514 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 656,653 $19.7M <0.01% +67,486 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 512,953 $15.4M 0.05% +6,749 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 325,750 $9.79M 0.65% +20,044 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 280,585 $8.43M <0.01% -1,621 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 234,595 $7.05M 0.24% +30,727 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 204,142 $6.3M 0.01% +14,882 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 176,610 $5.31M 0.13% +1,566 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 143,185 $4.3M 2.35% +2,422 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 140,199 $4.21M <0.01% +1,628 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 128,892 $3.87M 3.38% 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 119,566 $3.76M 4.08% 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 110,129 $3.31M 2.29% +2,305 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 110,015 $3.31M 0.05% -3,104 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PFG Investments, LLC More: the full row for PFG Investments, LLC 108,355 $3.26M 0.2% +7,911 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 107,417 $3.23M 2.7% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 98,395 $2.96M 0.01% +7,103 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 90,570 $2.72M 0.03% +56,735 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 81,924 $2.46M 0.09% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 81,865 $2.46M 0.01% -9,063 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 74,306 $2.23M 0.35% +8,349 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 71,225 $2.14M <0.01% -551 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 71,222 $2.14M <0.01% 0 13F-HR Timeline Group Money Design Co.,Ltd. More: the full row for Money Design Co.,Ltd. 60,207 $1.81M 0.09% -6,546 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 46,838 $1.41M <0.01% +4,379 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 46,734 $1.4M 0.09% new 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 45,719 $1.37M <0.01% -43,536 13F-HR Timeline Group Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 38,005 $1.28M 0.55% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 42,183 $1.27M 0.05% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 39,557 $1.19M 0.03% +11,594 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 39,167 $1.18M <0.01% +1,787 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 38,658 $1.16M 0.11% +8,169 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 37,876 $1.14M 0.01% +1,395 13F-HR Timeline CX Institutional More: the full row for CX Institutional 35,662 $1.07M 0.04% -801 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 35,041 $1.05M 0.51% +5,896 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 33,912 $1.02M -121 Timeline Trust Co More: the full row for Trust Co 33,909 $1.02M 0.12% +2,276 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 31,076 $934K 0.01% 0 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 30,239 $909K 0.27% +2,161 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 30,007 $902K <0.01% +707 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 29,541 $888K <0.01% new 13F-HR Timeline Group Ledyard National Bank More: the full row for Ledyard National Bank 29,404 $884K 0.08% +1,032 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 28,637 $861K 0.2% +1,363 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 27,800 $836K 0.02% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 27,127 $815K <0.01% -1,084 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 25,308 $761K <0.01% +2,648 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 24,329 $731K <0.01% +15,222 13F-HR Timeline Group LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 23,861 $717K 1.22% -71 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 23,683 $712K 0.01% +7,073 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 21,677 $691K 0.35% -210 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 22,979 $690K 0.19% 13F-HR Timeline US FINANCIAL ADVISORS, LLC More: the full row for US FINANCIAL ADVISORS, LLC 22,678 $682K 0.21% +513 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 22,491 $676K <0.01% +775 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 21,979 $661K 0.14% 0 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 21,792 $655K 0.02% -802 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 19,944 $600K <0.01% 13F-HR/A Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 19,557 $588K <0.01% +292 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 19,197 $577K 0.11% -725 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 17,475 $525K <0.01% +492 13F-HR Timeline Group Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 16,932 $509K 0.05% +2,215 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 16,749 $503K 0.19% +8,549 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 16,635 $500K 0.3% -125 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 15,671 $471K 0.05% -706 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 15,030 $452K <0.01% +850 13F-HR Timeline Group IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 14,316 $430K 0.22% +830 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 14,071 $423K 0.09% -2,515 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 13,393 $403K 0.19% +385 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 13,392 $403K 0.26% 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 13,183 $396K <0.01% -2,042 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 13,138 $395K 0.05% new 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 12,848 $386K 0.02% +878 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 12,225 $384K 0.08% +1,514 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 11,005 $330K 0.23% 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 10,967 $330K 0.06% -278 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 9,831 $296K 0.15% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 9,603 $289K <0.01% -165 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 9,451 $284K 0.17% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 9,412 $283K 0.04% +512 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 9,234 $280K 0.01% -365 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 8,912 $277K 0.13% 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 9,037 $272K <0.01% new 13F-HR Timeline Group Corundum Group, Inc. More: the full row for Corundum Group, Inc. 8,701 $262K 0.1% +971 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,450 $257K 0.01% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 8,367 $252K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,754 $233K 0.03% +28 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 7,710 $232K <0.01% new 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,649 $230K <0.01% +502 13F-HR Timeline Group Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 7,362 $221K 0.1% 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 7,163 $215K 0.1% +19 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 6,909 $208K 0.05% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,734 $202K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,735 $112K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3,600 $108K 0.03% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3,500 $105K 0.01% 0 13F-HR/A Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 3,450 $104K 0.02% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,291 $99K <0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,207 $96.4K <0.01% +84 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,135 $64.2K 0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,068 $62.2K <0.01% 0 13F-HR/A Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,879 $56.5K <0.01% +125 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,471 $45.8K <0.01% +254 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,495 $44.9K <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 1,171 $35.2K <0.01% -1,112 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,000 $30.1K 0.02% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 895 $26.9K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 561 $16.9K 0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 492 $14.8K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 412 $12.4K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 377 $11.3K <0.01% +30 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 328 $9.86K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 241 $7K <0.01% -32 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 185 $5.56K <0.01% 0 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 97 $2.92K <0.01% -1,262 13F-HR Timeline Group Human Investing LLC More: the full row for Human Investing LLC 11 $331 <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4 $120 <0.01% new 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 12,014 $361M -747 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.