TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 2,075,285 $75.1M 0.18% -35,224 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,404,283 $50.8M 0.11% +23,078 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,327,487 $48.1M 0.01% +45,773 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 764,107 $27.7M +4,493 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 752,029 $27.2M <0.01% +71,826 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/ 633,955 $23M <0.01% -277,218 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 468,582 $17M 0.04% -6,618 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 419,920 $15.2M 8.37% +29,568 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 369,133 $13.4M 0.37% +300,795 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 250,845 $9.08M 0.43% +145,226 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 233,833 $8.47M 0.17% +15,200 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 204,781 $7.42M 0.1% -6,105 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 203,511 $7.37M 0.01% +172,663 13F-HR Timeline Group Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 187,792 $6.8M 2.94% +5,667 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 181,171 $6.56M <0.01% +17,815 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 172,107 $6.23M 0.32% +15,589 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 157,263 $5.69M 0.21% +156,555 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 120,672 $4.37M <0.01% -103,500 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 116,317 $4.21M <0.01% -980 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 115,411 $4.18M 0.01% -773 13F-HR Timeline Group Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 111,489 $4.04M 3.42% +1,656 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 97,544 $3.53M 0.02% 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 96,827 $3.51M 0.46% +5,791 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 96,678 $3.5M 1.77% -590 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 92,523 $3.35M 0.04% -464 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 91,175 $3.3M <0.01% +5,180 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 90,042 $3.26M 0.04% -2,901 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 88,565 $3.21M 0.12% new 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 84,356 $3.05M 0.04% +21,793 13F-HR Timeline Cerity Partners OCIO LLC in group Cerity Partners LLC More: the full row for Cerity Partners OCIO LLC 82,588 $2.99M 0.17% +12,349 13F-HR Timeline Group LongView Asset Management LLC More: the full row for LongView Asset Management LLC 80,947 $2.93M 2.04% -14 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 71,543 $2.59M <0.01% +501 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 55,073 $1.99M 0.01% +205 13F-HR Timeline Verus Advisory, Inc. More: the full row for Verus Advisory, Inc. 53,941 $1.96M 1.28% 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 53,326 $1.93M 0.54% +3,614 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 47,294 $1.71M <0.01% +4,459 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 44,031 $1.59M <0.01% +600 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 39,679 $1.47M 0.03% -211 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 39,878 $1.44M <0.01% +25,701 13F-HR Timeline Group McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 38,908 $1.41M 0.27% +1,934 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 38,435 $1.39M 0.12% -1,579 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 37,906 $1.37M 0.11% +1,208 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 37,814 $1.37M 0.51% +2,282 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 37,206 $1.35M <0.01% -9,997 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 36,354 $1.32M <0.01% +2,093 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 36,102 $1.31M <0.01% -523 13F-HR Timeline Group Trust Co More: the full row for Trust Co 34,844 $1.26M 0.12% +2,086 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 $1.24M 0.03% 0 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 31,588 $1.14M <0.01% +5,345 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 30,769 $1.14M 0.01% -1,557 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 30,107 $1.09M 0.29% +515 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 27,676 $1M 0.13% +3,436 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 26,891 $974K 0.01% +19,249 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 26,725 $968K 0.01% +17,860 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 26,154 $947K 0.02% -816 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 23,991 $910K 0.36% +1,864 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 24,407 $884K 0.08% +2,645 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 24,302 $880K 0.1% +8,938 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 23,855 $864K 0.22% 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 23,563 $853K 0.21% new 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 22,979 $832K 0.12% 0 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 21,127 $765K 0.02% +2,703 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 19,442 $704K <0.01% +23 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 19,037 $689K <0.01% +1,508 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 17,796 $644K <0.01% +5,269 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 17,759 $643K 0.02% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 17,453 $632K <0.01% +789 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 16,196 $586K <0.01% new 13F-HR Timeline Group Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 15,459 $560K 0.27% -2,107 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 14,571 $528K 0.21% +6,328 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 13,420 $486K <0.01% +1,071 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 13,323 $482K 0.01% -1,007 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 13,286 $481K 0.04% -2,382 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 13,077 $474K 0.07% -479 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 12,574 $455K 0.01% new 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 12,548 $454K 0.07% -397 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 11,123 $436K 0.07% -43 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 11,970 $433K 0.02% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 11,524 $417K <0.01% -1,394 13F-HR Timeline Group LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 11,383 $412K 0.79% -191 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 11,332 $410K 0.05% +291 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 10,994 $398K 0.13% -364 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,691 $387K <0.01% +27 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 10,323 $374K 0.09% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 10,179 $369K 0.01% +1,108 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 10,168 $368K 0.27% +968 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 10,095 $366K 0.04% +430 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 9,504 $344K 0.21% -226 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 9,451 $342K 0.15% 0 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 8,626 $331K 0.04% -2,025 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 9,068 $328K <0.01% -581 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 8,931 $323K 0.01% +749 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 8,893 $322K 0.12% +587 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 8,372 $303K 0.03% +1,173 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 8,348 $302K 0.1% +195 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,318 $301K <0.01% -40,539 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,034 $291K <0.01% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,843 $284K 0.01% +69 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 7,710 $279K <0.01% 0 13F-HR/A Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 7,135 $258K 0.02% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 6,969 $252K <0.01% -62 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 6,756 $245K 0.15% new 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 6,712 $243K 0.08% +368 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 6,570 $238K 0.06% 0 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 6,469 $234K 0.05% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 6,310 $228K 0.03% new 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 6,170 $223K 0.11% +363 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 6,006 $217K 0.02% -66 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 6,006 $217K 0.08% -66 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,975 $216K <0.01% new 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 5,916 $214K 0.07% -524 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 5,007 $181K 0.07% -475 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,377 $158K <0.01% -1,978 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,930 $142K <0.01% +195 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 3,820 $138K 0.02% +542 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,751 $136K <0.01% -35 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,601 $130K <0.01% new 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3,600 $130K 0.03% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,135 $77.3K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,053 $74.3K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,580 $57.2K 0.02% +977 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,213 $44.2K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,000 $36.2K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,000 $36.2K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 895 $32.4K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 836 $30.3K <0.01% -659 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 805 $29.1K 0.02% +56 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 777 $28.1K 0.03% +647 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 757 $27.4K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 721 $26.1K <0.01% new 13F-HR/A Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 694 $25.1K <0.01% +250 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 685 $25K 0.01% -27 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 677 $24.5K 0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 510 $18.5K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 492 $17.8K <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 412 $14.9K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 391 $14.2K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 353 $12.8K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 341 $12.3K <0.01% +13 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 305 $11K <0.01% +74 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 256 $9.25K 0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 210 $7.61K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 192 $6.95K <0.01% -7 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 185 $6.7K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 86 $3.12K <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 $2.9K <0.01% new 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 24 $869 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 17 $616 <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 $26 <0.01% -4,425 13F-HR Timeline Group