TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 2,146,017 $76.2M 0.2% -31,587 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,344,361 $47.7M 0.12% +16,651 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,341,882 $47.6M 0.01% +12,811 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 991,541 $35.2M <0.01% -42,711 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 724,058 $25.7M -3,362 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 638,950 $22.7M <0.01% -22,552 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 488,119 $17.3M 0.05% -34,762 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 433,164 $15.4M 0.22% +219,860 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 388,993 $13.8M 8.24% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 247,619 $8.79M <0.01% -4,108 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 219,479 $7.79M 0.5% -100,581 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 210,242 $7.46M 0.16% -183 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 183,282 $6.5M 3.19% +1,231 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 174,153 $6.18M 0.01% +77,825 13F-HR/A Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 162,615 $5.77M 0.3% +12,497 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 157,028 $5.57M 0.21% +68,163 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 156,182 $5.54M <0.01% +9,720 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 126,504 $4.49M 2.73% +2,585 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 113,127 $4.01M 4% -1,764 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 105,542 $3.75M 0.01% -1,835 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 104,387 $3.7M 0.22% -211 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 96,465 $3.42M 2.17% -55 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 96,174 $3.41M 0.05% +1,430 13F-HR/A Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 94,080 $3.34M 0.04% -783 13F-HR Timeline Group LongView Asset Management LLC More: the full row for LongView Asset Management LLC 92,982 $3.3M 2.49% -28,607 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 90,072 $3.2M 0.2% +23,076 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 87,902 $3.12M 0.46% +14,917 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 85,995 $3.05M <0.01% +12,975 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 82,540 $2.93M <0.01% +1,083 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 71,222 $2.53M <0.01% 0 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 57,450 $2.04M <0.01% +46,213 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 56,015 $1.95M 0.03% +15,119 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 52,031 $1.85M 0.01% -4,278 13F-HR Timeline Money Design Co.,Ltd. More: the full row for Money Design Co.,Ltd. 49,076 $1.74M 0.08% -4,347 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 48,332 $1.72M <0.01% +587 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 43,410 $1.54M <0.01% +4,729 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 42,843 $1.52M <0.01% -2,876 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 42,575 $1.46M <0.01% +24,803 13F-HR/A Timeline Group Ledyard National Bank More: the full row for Ledyard National Bank 39,898 $1.42M 0.13% +1,290 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 39,890 $1.42M 0.03% -1,723 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 39,064 $1.39M 0.46% +3,363 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 37,325 $1.32M 0.26% +2,371 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 37,186 $1.32M 0.01% -262 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 34,333 $1.22M 0.11% +1,737 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 $1.21M 0.03% 0 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 32,326 $1.15M 0.01% 0 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 31,942 $1.13M 0.49% -175 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 31,081 $1.1M <0.01% +1,258 13F-HR Timeline Trust Co More: the full row for Trust Co 29,289 $1.04M 0.12% -2,046 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 28,456 $1.01M 0.29% -177 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 26,970 $957K 0.02% -330 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 26,312 $934K <0.01% -240 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 24,240 $860K 0.12% new 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 21,979 $780K 0.13% 0 13F-HR/A Timeline Group SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 21,539 $762K 0.36% +551 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 20,480 $727K 0.07% +3,299 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 19,675 $698K <0.01% -2,923 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 18,709 $664K 0.02% -1,281 13F-HR/A Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 17,753 $630K 0.16% -72 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 17,361 $616K <0.01% +1,154 13F-HR Timeline Group Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 16,960 $602K 0.31% +796 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 15,692 $557K <0.01% +500 13F-HR Timeline Group Wealth Architects, LLC More: the full row for Wealth Architects, LLC 15,668 $556K 0.06% -1 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 15,588 $553K 0.07% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 15,183 $539K 0.08% -1,206 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 14,717 $522K 0.02% -6,426 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 13,879 $493K <0.01% -6,343 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 13,737 $488K 0.09% -146 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 13,092 $465K <0.01% -94 13F-HR Timeline Group SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 12,971 $460K 0.08% +862 13F-HR Timeline Cerity Partners OCIO LLC in group Cerity Partners LLC More: the full row for Cerity Partners OCIO LLC 12,118 $430K 0.02% -98,222 13F-HR Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 11,970 $425K 0.02% 0 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 11,824 $420K 0.56% -719 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 11,680 $415K 0.08% 0 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 11,552 $410K 0.06% -445 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 11,497 $408K <0.01% +3,110 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 11,344 $403K 0.15% -1,098 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 10,937 $388K 0.05% +1,542 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,664 $378K <0.01% -9,662 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 10,054 $357K 0.15% +27 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 9,831 $349K 0.1% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 9,693 $344K <0.01% -53 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 9,665 $343K 0.04% -3,473 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 9,730 $342K 0.22% -715 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 9,451 $335K 0.17% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 8,836 $314K <0.01% -258 13F-HR Timeline Group Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 8,625 $306K 0.25% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 8,594 $305K <0.01% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 8,367 $297K 0.01% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 8,327 $296K <0.01% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 8,225 $292K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,034 $285K <0.01% 0 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 7,989 $284K 0.13% -53 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,837 $283K 0.01% -61 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 7,938 $282K 0.12% +130 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,938 $282K <0.01% +1,613 13F-HR/A Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,752 $275K 0.03% -2 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 7,710 $274K <0.01% 0 13F-HR/A Timeline Group JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 6,909 $245K 0.05% 0 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 6,717 $238K 0.08% 0 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 6,469 $230K 0.06% 0 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 6,440 $229K 0.08% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 5,865 $208K 0.09% -1,289 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,426 $157K <0.01% +4,425 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,320 $153K <0.01% +711 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,735 $133K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3,600 $128K 0.03% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3,500 $124K 0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 3,298 $117K 0.02% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,031 $108K <0.01% -1,056 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,135 $75.8K 0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,068 $73.4K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,053 $72.9K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,589 $56.4K 0.05% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,495 $53.1K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 895 $31.8K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 724 $26K 0.02% -239 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 603 $21.4K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 492 $17.5K <0.01% 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 444 $15.8K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 391 $13.9K <0.01% -613 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 328 $11.6K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 229 $8.13K <0.01% -728 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 199 $7K <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 $6.57K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 143 $5.08K <0.01% -306 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 96 $3.41K <0.01% +25 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 17 $603 <0.01% 0 13F-HR Timeline 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.