TIAA group of 2 filers holding More: the full row for TIAA 2,176,959 $78.6M +101,674 Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,637,618 $59.1M 0.13% +233,335 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,315,868 $47.5M 0.01% -11,619 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 810,065 $29.3M <0.01% +58,036 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 806,525 $29.1M +42,418 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 719,684 $26M <0.01% +85,729 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 479,919 $17.3M 0.04% +11,337 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 373,696 $13.5M 0.38% +4,563 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 286,305 $10.3M 5.23% -133,615 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 246,696 $8.91M 0.42% -4,149 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 237,545 $8.58M 0.18% +3,712 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 208,516 $7.53M 3.17% +20,724 13F-HR Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 208,695 $7.47M +126,107 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 188,238 $6.8M <0.01% +7,067 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 163,818 $5.92M 0.23% +6,555 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 161,978 $5.85M 0.01% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 148,309 $5.36M 0.01% -55,202 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 142,287 $5.14M <0.01% +21,615 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 131,966 $4.77M 0.06% +47,610 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 128,723 $4.65M 0.02% +31,179 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 126,363 $4.56M 0.01% +10,952 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 124,800 $4.51M <0.01% +8,483 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 114,011 $4.12M 1.97% +17,333 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 111,062 $4.01M 3.27% -427 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 103,531 $3.94M 0.48% +6,704 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 100,766 $3.64M 0.13% +12,201 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 97,500 $3.52M <0.01% +6,325 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 96,126 $3.47M 0.04% -108,655 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 90,342 $3.26M 0.05% +300 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 89,789 $3.24M 0.04% -2,734 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 73,975 $2.67M <0.01% +2,432 13F-HR Timeline Group 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 65,997 $2.38M 0.12% -106,110 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 63,210 $2.28M 0.01% +8,137 13F-HR/A Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 55,224 $1.99M 0.56% +1,898 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 49,863 $1.8M 0.01% +22,972 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 45,634 $1.65M <0.01% -1,660 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 45,294 $1.64M <0.01% +8,088 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 44,930 $1.62M 0.03% +18,776 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 44,244 $1.6M <0.01% +4,366 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 43,516 $1.57M <0.01% -515 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 38,975 $1.41M 0.12% +540 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 38,476 $1.41M 0.03% -1,203 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 38,665 $1.4M 0.26% -243 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 38,498 $1.39M 0.52% +684 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 37,665 $1.36M 0.11% -241 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 36,860 $1.33M <0.01% new 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 36,102 $1.3M <0.01% 0 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 35,238 $1.27M <0.01% -1,116 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 34,365 $1.24M 0.03% +182 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 33,449 $1.21M <0.01% +1,861 13F-HR Timeline Group Trust Co More: the full row for Trust Co 31,497 $1.14M 0.11% -3,347 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 30,769 $1.12M 0.01% 0 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 29,773 $1.08M 0.29% -334 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 26,906 $1.05M 0.39% +2,915 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 26,618 $961K 0.01% -107 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 26,551 $959K 0.12% -1,125 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 26,489 $956K 0.24% +2,926 13F-HR Timeline CX Institutional More: the full row for CX Institutional 25,865 $934K 0.03% +4,738 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 24,519 $885K 0.08% +112 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 24,052 $868K 0.07% +16,917 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 22,979 $830K 0.12% 0 13F-HR Timeline Group Napier Financial, LLC More: the full row for Napier Financial, LLC 22,519 $813K 0.19% -1,336 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 20,663 $746K <0.01% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 20,594 $744K <0.01% +1,152 13F-HR Timeline Group Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 20,358 $735K 0.34% +4,899 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 20,031 $723K <0.01% +994 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 17,908 $647K 0.02% +149 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 17,889 $646K <0.01% +436 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 16,207 $585K <0.01% +11 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 14,906 $538K <0.01% -2,890 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 14,648 $530K <0.01% +1,228 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 14,161 $511K 0.01% +1,587 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 13,947 $504K 0.2% -624 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 13,284 $480K 0.04% -2 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 13,242 $478K 0.01% -81 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 13,068 $472K 0.06% -9 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 13,022 $470K 0.05% +2,927 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 12,241 $442K 0.32% +2,073 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 12,167 $439K 0.05% +835 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 11,970 $432K 0.01% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,819 $427K <0.01% +3,501 13F-HR Timeline Group SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 11,711 $423K 0.07% -837 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 11,218 $411K 0.09% +224 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 11,129 $402K <0.01% +438 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 11,059 $399K 0.07% -64 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 11,000 $397K 0.05% new 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 10,323 $373K 0.08% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 10,179 $368K 0.01% 0 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 9,504 $343K 0.2% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 9,451 $341K 0.14% 0 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 9,431 $341K 0.07% +2,962 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 9,177 $331K 0.11% +284 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 8,931 $322K 0.01% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 8,881 $321K <0.01% -187 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 8,646 $312K <0.01% -2,878 13F-HR Timeline Group Clearview Wealth Management LLC More: the full row for Clearview Wealth Management LLC 8,405 $304K 0.21% 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 8,395 $303K 0.1% +47 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 8,371 $302K 0.03% -1 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 8,353 $302K 0.54% -3,030 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 8,061 $291K 0.04% -565 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,034 $290K <0.01% 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 $278K <0.01% 0 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,500 $271K 0.01% -343 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 6,756 $244K 0.14% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 6,628 $239K <0.01% -341 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 6,514 $235K 0.09% -198 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 6,299 $227K 0.03% -11 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 6,216 $224K 0.11% +46 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 6,188 $223K 0.06% -382 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 6,006 $217K 0.02% 0 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 6,006 $217K 0.08% 0 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 5,916 $214K 0.07% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,440 $163K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,930 $147K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 4,060 $147K 0.02% +240 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,956 $143K <0.01% -421 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 3,671 $133K <0.01% -80 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 Orion Capital Management LLC More: the full row for Orion Capital Management LLC 3,085 $111K 0.04% +1,505 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 2,198 $79.4K <0.01% 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,135 $77.1K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,053 $74.1K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,213 $42.3K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,000 $36.1K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,000 $36.1K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 959 $34.6K <0.01% +618 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 919 $33.2K <0.01% +918 13F-HR/A Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 895 $32.3K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 836 $30.2K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 817 $29.5K <0.01% +96 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 805 $29.1K 0.02% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 744 $26.9K <0.01% +50 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 685 $25K 0.02% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 677 $24.5K 0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 677 $24.5K 0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 510 $18.4K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 441 $15.9K 0.02% -336 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 391 $14.1K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 353 $12.9K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 286 $9.97K <0.01% -19 13F-HR/A Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 256 $9.23K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 210 $7.58K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 195 $7.04K <0.01% +3 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 185 $6.68K <0.01% 0 13F-HR/A Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 86 $3.11K <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 $2.89K <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 17 $613 <0.01% 0 13F-HR Timeline Verus Advisory, Inc. More: the full row for Verus Advisory, Inc. 0 $1 12.5% -53,941 13F-HR Timeline Amount filed as zero, left out of ratios.