TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 2,110,509 $79.4M 0.19% -35,508 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,381,205 $52M 0.12% +36,844 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,281,714 $48.2M 0.01% -60,168 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/ 911,173 $34.3M <0.01% -80,368 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 759,614 $28.6M +35,556 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 680,203 $25.6M <0.01% +41,253 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 475,200 $17.9M 0.05% -12,919 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 390,352 $14.7M 8.24% +1,359 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 224,172 $8.43M <0.01% -23,447 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 218,633 $8.22M 0.17% +8,391 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 210,886 $7.93M 0.15% -222,278 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 182,125 $6.91M 3.11% -1,157 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 163,356 $6.15M <0.01% +7,174 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 156,518 $5.89M 0.33% +66,446 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 117,297 $4.41M 0.01% +34,757 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 116,184 $4.37M 0.01% +10,642 13F-HR Timeline Group Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 109,833 $4.26M 3.84% -3,294 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 105,619 $3.97M 0.21% +1,232 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 103,325 $3.89M 0.16% -53,703 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 97,268 $3.66M 2.07% +803 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 92,987 $3.5M 0.04% -1,093 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 92,943 $3.5M 0.05% -3,231 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brio Consultants, LLC More: the full row for Brio Consultants, LLC 91,036 $3.42M 0.47% +3,134 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 85,995 $3.24M <0.01% 0 13F-HR Timeline Group LongView Asset Management LLC More: the full row for LongView Asset Management LLC 80,961 $3.05M 2.1% -12,021 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 71,042 $2.67M <0.01% -180 13F-HR Timeline Group Cerity Partners OCIO LLC in group Cerity Partners LLC More: the full row for Cerity Partners OCIO LLC 70,239 $2.64M 0.13% +58,121 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 68,338 $2.57M 0.16% -151,141 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 62,563 $2.35M 0.03% +6,548 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 54,868 $2.06M 0.01% +2,837 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 49,712 $1.87M 0.56% +10,648 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 48,857 $1.84M <0.01% new 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 48,316 $1.82M <0.01% -9,134 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 47,203 $1.75M <0.01% +4,628 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 43,431 $1.63M <0.01% +21 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 42,835 $1.61M <0.01% -5,497 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 39,890 $1.53M 0.03% 0 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 40,014 $1.51M 0.13% +116 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 36,974 $1.39M 0.26% -351 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 36,698 $1.38M 0.11% +2,365 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 36,625 $1.38M <0.01% -6,218 13F-HR Timeline Group Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 35,532 $1.34M 0.52% +3,590 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 34,261 $1.29M <0.01% +3,180 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 $1.29M 0.03% 0 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 32,326 $1.24M 0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 32,758 $1.23M 0.13% +3,469 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 30,848 $1.16M <0.01% -143,305 13F-HR Timeline Group Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 29,592 $1.11M 0.3% +1,136 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 $1.01M 0.02% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 26,243 $987K <0.01% -69 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 24,240 $912K 0.12% 0 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 22,979 $864K 0.13% +1,000 13F-HR Timeline Group SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 22,127 $841K 0.35% +588 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 21,762 $819K 0.07% +1,282 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 19,419 $731K <0.01% -256 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 18,424 $693K 0.02% -285 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 17,566 $661K 0.32% +606 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 17,529 $659K <0.01% +168 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 16,664 $627K <0.01% +972 13F-HR Timeline Group Wealth Architects, LLC More: the full row for Wealth Architects, LLC 15,668 $589K 0.06% 0 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 15,364 $578K 0.07% -224 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 15,023 $565K 0.07% -160 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 14,330 $539K 0.02% -387 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 14,177 $533K <0.01% +298 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 13,556 $510K 0.08% -181 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 12,945 $487K 0.08% -26 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 12,918 $486K <0.01% -174 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 12,527 $471K <0.01% +4,589 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 12,349 $465K <0.01% +852 13F-HR Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 11,970 $450K 0.02% 0 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 11,574 $435K 0.55% -250 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 11,358 $431K 0.14% +14 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 11,166 $427K 0.07% -514 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 11,041 $415K 0.05% +104 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,664 $401K <0.01% 0 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 10,651 $401K 0.05% -901 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 10,323 $388K 0.1% +492 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 9,730 $371K 0.23% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 9,665 $364K 0.04% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 9,649 $363K <0.01% -44 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 9,451 $355K 0.16% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 9,200 $346K 0.25% +575 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 9,071 $341K 0.01% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 8,865 $334K <0.01% +29 13F-HR Timeline Group FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 8,306 $312K 0.12% -1,748 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 8,243 $310K 0.13% +305 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 8,182 $308K 0.01% -185 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 8,153 $307K 0.13% +164 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,034 $302K <0.01% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,774 $298K 0.01% -63 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 7,642 $290K <0.01% -685 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 7,710 $290K <0.01% 0 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,199 $271K 0.03% -553 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 7,031 $265K <0.01% -30,155 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 6,909 $260K 0.05% 0 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 6,570 $247K 0.07% -147 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 6,469 $243K 0.06% 0 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 6,440 $242K 0.08% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,355 $239K <0.01% +2,035 13F-HR Timeline Group Veridan Wealth LLC More: the full row for Veridan Wealth LLC 6,344 $239K 0.08% 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 6,072 $228K 0.03% new 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 6,072 $228K 0.09% new 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 5,807 $218K 0.12% new 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 5,482 $206K 0.08% -383 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,472 $206K <0.01% new 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 5,340 $201K 0.04% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,426 $167K <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 3,786 $142K <0.01% +755 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,735 $141K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3,600 $135K 0.03% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3,500 $132K 0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 3,278 $123K 0.01% -20 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,135 $80.3K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,053 $77.2K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,495 $56.2K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,116 $42K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,000 $37.6K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,000 $37.6K 0.02% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 895 $33.7K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 749 $28.2K 0.03% -840 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 712 $27K 0.01% -12 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 708 $26.6K <0.01% -161,907 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 603 $22.7K 0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 510 $19.2K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 492 $18.5K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 444 $16.7K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 391 $14.7K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 328 $12.3K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 231 $8.69K <0.01% +2 13F-HR/A Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 199 $7.49K <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 $6.96K <0.01% 0 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 130 $4.89K 0.01% +34 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 86 $3.24K <0.01% -57 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 17 $640 <0.01% 0 13F-HR Timeline