TIAA group of 2 filers holding More: the full row for TIAA 1,092,145 $46.3M -10,814 Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 892,927 $37.9M 0.07% +4,169 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 624,064 $26.5M 2.78% +16,197 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 443,927 $18.8M <0.01% +4,131 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 364,940 $15.5M <0.01% +21,026 13F-HR Timeline Group Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 311,405 $13.2M +52,194 Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 292,478 $12.4M 1.38% -132 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/ 276,827 $11.7M <0.01% +16,523 13F-HR Timeline Group Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 244,578 $10.4M 3.54% +3,570 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 210,663 $8.94M <0.01% -8,157 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 183,764 $7.8M 0.02% +1,527 13F-HR/A Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 165,212 $6.89M 0.01% +6,454 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 106,954 $4.54M 0.06% -99,738 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 102,623 $4.35M <0.01% +1,710 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 91,564 $3.89M 0.05% -3,660 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 88,552 $3.76M <0.01% +4,507 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 82,237 $3.49M <0.01% new 13F-HR Timeline Group Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 80,896 $3.43M 1.46% +431 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 71,718 $3.04M 1.12% +723 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 57,115 $2.42M <0.01% -709 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 56,185 $2.38M <0.01% -5,129 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 55,059 $2.34M <0.01% +381 13F-HR Timeline Group Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 53,861 $2.29M 0.55% +1,785 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 51,184 $2.17M <0.01% +5,747 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 46,712 $1.98M 0.45% -2,123 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 36,973 $1.57M 0.87% -21,027 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 36,884 $1.57M 0.04% -14,822 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 36,346 $1.54M 0.01% -6,507 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 34,096 $1.45M 0.2% -25,562 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 31,661 $1.34M 0.49% -157 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 29,497 $1.25M <0.01% -1,698 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 29,795 $1.25M <0.01% -4,227 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 28,954 $1.23M 0.01% -1,815 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 28,507 $1.21M <0.01% +1,683 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 27,940 $1.19M 0.01% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 25,000 $1.06M 0.09% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 24,250 $1.03M <0.01% +1,171 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 22,910 $972K <0.01% +674 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 22,407 $951K 0.01% +2,203 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 22,244 $930K 0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 25,288 $864K 0.09% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 20,280 $861K 0.01% -748 13F-HR Timeline Group GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 19,951 $847K 0.1% +4,115 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 19,910 $845K 0.15% -72 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 17,183 $729K <0.01% -257 13F-HR Timeline Group NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 16,662 $707K 0.16% +6,054 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 15,772 $669K <0.01% -36 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 13,822 $587K <0.01% -1,428 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 12,343 $524K <0.01% +3,324 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 11,349 $482K <0.01% +1,979 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 11,285 $479K 0.06% -244 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 11,173 $474K 0.03% -150 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 10,820 $459K <0.01% -20 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 10,526 $447K <0.01% 0 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 10,280 $436K 0.34% -338 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 10,218 $434K <0.01% -1,037 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 9,835 $417K 0.03% 0 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 9,769 $415K 0.02% -252 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 9,622 $408K 0.01% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 7,861 $334K 0.15% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,616 $323K 0.01% new 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 7,550 $320K 0.06% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7,537 $320K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,430 $315K <0.01% -339 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 7,723 $314K 0.06% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 7,386 $313K <0.01% new 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 7,351 $312K 0.11% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 7,269 $308K 0.08% -484 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 7,115 $302K <0.01% -2,114 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 7,083 $301K <0.01% new 13F-HR/A Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 6,853 $291K <0.01% +2,956 13F-HR Timeline Group Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 6,702 $284K 0.12% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,366 $270K 0.02% -249 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,286 $267K <0.01% -417 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,221 $264K <0.01% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 6,192 $263K <0.01% -1,765 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 6,073 $250K 0.22% +23 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 5,869 $249K 0.06% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,790 $246K <0.01% -108 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 5,584 $237K 0.03% -276 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 5,529 $235K 0.12% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,475 $232K 0.01% -14 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 5,455 $232K <0.01% -488 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,123 $217K <0.01% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,942 $210K <0.01% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,716 $200K 0.03% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,502 $191K 0.03% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,398 $187K <0.01% +120 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,734 $158K <0.01% +1,232 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,843 $121K <0.01% +2,542 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,963 $83.3K <0.01% -86 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 1,755 $71.7K 0.02% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,647 $69.9K <0.01% +1,085 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,440 $61K 0.04% -24 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,370 $57.3K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,272 $54K 0.02% +15 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,258 $53.4K <0.01% -162 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,245 $52.8K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 978 $41.5K <0.01% +48 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 963 $40.9K 0.02% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 917 $38.9K 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. 889 $37.7K <0.01% +537 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 819 $34.8K <0.01% +97 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 690 $29.3K <0.01% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 636 $27K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 473 $20.1K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 330 $13.4K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 284 $12.1K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 274 $11.6K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 270 $11.5K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 195 $8.28K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 155 $6.58K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 153 $6.49K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 144 $6.11K <0.01% +34 13F-HR Timeline Group Trust Co More: the full row for Trust Co 81 $3.44K <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 74 $3.14K <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 30 $1.27K <0.01% 0 13F-HR Timeline