TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 1,393,958 $40.5M 0.12% +24,316 13F-HR Timeline Group Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,097,562 $31.9M 4.76% +46,342 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 975,156 $28.3M 0.08% +26,062 13F-HR/A Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 474,182 $13.8M <0.01% +18,163 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 339,357 $9.85M <0.01% +25,738 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 308,922 $8.96M +16,456 Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 240,270 $6.97M 0.32% +1,641 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 224,740 $6.52M 3.16% +16,099 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 205,392 $5.96M 0.02% -7,875 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 194,324 $5.64M <0.01% -5,216 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 140,201 $4.07M 0.64% +22,251 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 130,283 $3.78M 0.38% +2,352 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 120,845 $3.51M 0.01% +5,993 13F-HR/A Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 102,052 $2.96M 0.1% +13,280 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 94,722 $2.75M 0.01% +7,072 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 87,796 $2.55M 0.06% -8,534 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 84,974 $2.47M 0.68% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 72,698 $2.11M <0.01% -11,085 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 72,253 $2.1M 1.75% 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 61,944 $1.81M 1.96% 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 57,529 $1.67M <0.01% +2,360 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 47,900 $1.39M <0.01% +1,562 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 47,405 $1.38M 0.75% -180 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 46,940 $1.36M 0.01% +2,185 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 43,827 $1.27M 0.01% -967 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 43,827 $1.27M 0.01% -967 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 42,526 $1.23M <0.01% +1,621 13F-HR Timeline Group Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 36,069 $1.05M 0.21% +177 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 34,671 $1.01M <0.01% +5,177 13F-HR/A Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 27,940 $811K 0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 27,032 $784K 0.5% +512 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 25,343 $735K 0.17% +400 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 25,000 $726K 0.09% 0 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 24,519 $712K 0.49% +3,555 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 22,656 $657K <0.01% +33 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 22,244 $646K 0.01% 0 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 20,766 $603K 0.12% +4,575 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 20,205 $586K <0.01% +5,760 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 18,534 $538K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 18,257 $530K 0.01% -1,071 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 17,975 $522K <0.01% 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 17,952 $521K <0.01% +2,306 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 17,060 $495K <0.01% -1,450 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 15,953 $463K 0.11% -185 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 13,828 $401K 0.01% -256 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 12,172 $353K 0.07% -14,528 13F-HR Timeline Group RVW Wealth, LLC More: the full row for RVW Wealth, LLC 11,587 $336K 0.03% +170 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 11,244 $326K <0.01% -47,281 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 11,175 $324K 0.09% 0 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 10,811 $314K 0.53% 0 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 10,722 $311K 0.14% +2,236 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 10,706 $311K <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 10,704 $311K <0.01% new 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 9,622 $279K 0.01% -1,046 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,484 $275K 0.01% +2,198 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,502 $273K 0.01% new 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 9,361 $272K 0.19% 0 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 8,971 $260K 0.03% +122 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 8,955 $260K <0.01% +1,119 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 8,884 $258K 0.14% 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 8,818 $256K 0.28% 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 8,521 $247K <0.01% -647 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 8,417 $244K <0.01% +223 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 8,151 $237K <0.01% -27 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 7,858 $228K 0.01% -803 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 7,723 $224K 0.07% 0 13F-HR/A Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 7,550 $219K 0.07% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 7,384 $214K 0.04% -1,793 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 6,699 $194K 0.03% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,534 $190K 0.02% +3 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 6,152 $179K 0.02% -62 13F-HR/A Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,794 $168K <0.01% -219 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5,206 $151K 0.02% 0 13F-HR/A Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 2,877 $84.6K 0.03% -221 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,490 $43.2K <0.01% +71 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,406 $41K 0.03% +6 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,379 $40K <0.01% new 13F-HR Timeline Group Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 1,270 $36.9K 0.02% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,157 $33.6K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,077 $31.4K <0.01% +266 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 922 $26.8K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 658 $19.1K <0.01% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 620 $18K <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 524 $15.2K <0.01% -496 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 441 $12.8K <0.01% +1 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 437 $12.7K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 298 $8.65K <0.01% -688 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 274 $7.95K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 250 $7.25K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 248 $7.2K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 144 $4.18K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 130 $3.77K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 121 $3.51K <0.01% new 13F-HR Timeline Group Trust Co More: the full row for Trust Co 81 $2.35K <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 $2.15K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 27 $786 <0.01% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 21 $610 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.