TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 2,177,604 $69.4M 0.22% +24,830 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,329,071 $42.3M 0.01% +11,695 13F-HR/A Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,327,710 $42.3M 0.11% -139,729 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/ 1,034,252 $32.9M <0.01% +292,525 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 727,420 $23.2M +3,999 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 661,502 $21.1M <0.01% +4,849 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 522,881 $16.7M 0.06% +9,928 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 320,060 $10.2M 0.77% -5,690 13F-HR/A Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 251,727 $8.02M <0.01% -28,858 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 213,304 $6.79M 0.17% -21,291 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 210,425 $6.7M 0.17% +33,815 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 182,051 $5.8M 3.05% +38,866 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 150,118 $4.78M 0.19% +68,194 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 146,462 $4.66M <0.01% +6,263 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 123,919 $3.95M 2.63% +13,790 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 121,589 $3.87M 3.32% -7,303 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 114,891 $3.79M 4.23% -4,675 13F-HR Timeline Cerity Partners OCIO LLC in group Cerity Partners LLC More: the full row for Cerity Partners OCIO LLC 110,340 $3.51M 0.2% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 107,377 $3.42M 0.01% +8,982 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 104,598 $3.33M 0.21% -3,757 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 96,328 $3.09M 0.01% -107,814 13F-HR/A Timeline Group Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 96,520 $3.07M 2.27% -10,897 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 94,863 $3.02M 0.04% +4,293 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 94,744 $3.02M 0.05% -15,271 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 88,865 $2.83M 0.12% +46,682 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 81,457 $2.59M 0.01% -408 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 73,020 $2.33M <0.01% +1,795 13F-HR Timeline Group Brio Consultants, LLC More: the full row for Brio Consultants, LLC 72,985 $2.32M 0.37% -1,321 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 71,222 $2.27M <0.01% 0 13F-HR Timeline Group 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 66,996 $2.13M 0.15% +20,262 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 58,848 $1.87M 0.73% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 56,309 $1.79M 0.01% +33,818 13F-HR Timeline Money Design Co.,Ltd. More: the full row for Money Design Co.,Ltd. 53,423 $1.7M 0.08% -6,784 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 47,745 $1.52M <0.01% +907 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 45,719 $1.46M <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 41,613 $1.32M 0.03% +2,056 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 40,896 $1.3M 0.03% +17,213 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 38,681 $1.23M <0.01% -486 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 38,608 $1.23M 0.12% +9,204 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 37,448 $1.19M 0.01% -428 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 35,701 $1.14M 0.41% -2,304 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 34,954 $1.11M 0.24% +6,317 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 34,183 $1.09M 0.03% +271 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 32,596 $1.04M 0.1% -6,062 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 32,326 $1.03M 0.01% +1,250 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 32,117 $1.02M 0.48% -2,924 13F-HR Timeline Trust Co More: the full row for Trust Co 31,335 $998K 0.12% -2,574 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 29,823 $950K <0.01% -184 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 28,633 $912K 0.28% -1,606 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 27,300 $870K 0.02% -500 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 26,552 $846K <0.01% -2,989 13F-HR Timeline Group US FINANCIAL ADVISORS, LLC More: the full row for US FINANCIAL ADVISORS, LLC 24,305 $774K 0.23% +1,627 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 22,598 $720K <0.01% -2,710 13F-HR Timeline Group Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 21,979 $700K 0.13% 0 13F-HR/A Timeline Group SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 20,988 $700K 0.36% -689 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 21,143 $673K 0.02% -649 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 20,326 $647K <0.01% +769 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 20,222 $644K <0.01% +278 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 19,990 $637K 0.02% -15,672 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 17,825 $567K 0.16% -5,154 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 17,772 $566K <0.01% -9,355 13F-HR Timeline Group Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 17,181 $547K 0.06% +249 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 16,389 $522K 0.08% -2,808 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 16,207 $516K <0.01% -1,268 13F-HR Timeline Group Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 16,164 $515K 0.29% -471 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 15,669 $499K 0.06% -2 13F-HR/A Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 15,192 $484K <0.01% +162 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 13,883 $442K 0.09% -188 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 13,186 $420K <0.01% +3 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 13,138 $418K 0.06% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 12,442 $407K 0.18% -950 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 12,543 $399K 0.6% -11,318 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 12,109 $386K 0.07% +1,142 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 11,997 $382K 0.06% -17 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 11,970 $381K 0.02% -878 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 11,680 $365K 0.08% -545 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 11,237 $358K <0.01% -13,092 13F-HR/A Timeline Group Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 10,445 $332K 0.22% -560 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 10,027 $319K 0.15% -3,366 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 9,831 $313K 0.13% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 9,746 $310K <0.01% +143 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 9,451 $301K 0.2% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 9,395 $299K 0.05% -17 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 9,094 $290K <0.01% +57 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 8,387 $267K <0.01% +738 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 8,367 $266K 0.01% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,898 $259K 0.01% -1,336 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 8,042 $256K 0.12% -659 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,034 $256K <0.01% +1,300 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,910 $252K 0.01% -540 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 7,808 $249K 0.12% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,754 $247K 0.03% 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 $246K <0.01% 0 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 7,382 $235K <0.01% new 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 7,154 $228K 0.11% -9 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 6,909 $220K 0.05% 0 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 6,717 $214K 0.1% -645 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 6,469 $206K 0.06% new 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 6,440 $205K 0.08% -10,309 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 6,348 $202K 0.09% -2,564 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 6,325 $201K <0.01% new 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 6,325 $201K <0.01% new 13F-HR/A Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 5,275 $168K 0.1% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,087 $130K <0.01% +2,208 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,735 $119K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,609 $115K <0.01% +318 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3,600 $115K 0.03% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3,500 $111K 0.01% 0 13F-HR/A Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 3,298 $105K 0.02% -152 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,135 $68K 0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,068 $65.9K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,053 $65.4K <0.01% -1,154 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,495 $47.6K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,004 $32K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,000 $31.9K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 963 $31K 0.02% +722 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 957 $30.5K <0.01% +860 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 895 $28.5K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 603 $19.2K 0.01% +42 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 449 $14.6K <0.01% -1,022 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 444 $14.1K <0.01% +67 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 328 $10.4K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 199 $6K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 185 $5.89K <0.01% 0 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 71 $2.26K <0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 39 $1.24K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 17 $541 <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $28 <0.01% -1,170 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.