TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 1,377,716 $40.3M 0.13% -16,242 13F-HR Timeline Group Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,132,816 $33.1M 4.98% +35,254 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 832,250 $24.3M 0.07% -142,906 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/ 487,281 $14.3M <0.01% +13,099 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 371,869 $10.9M <0.01% +32,512 13F-HR Timeline Group Cerity Partners OCIO LLC in group Cerity Partners LLC More: the full row for Cerity Partners OCIO LLC 332,221 $9.72M 0.55% new 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 313,358 $9.17M 0.02% +302,114 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 312,958 $9.15M +4,036 Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 282,130 $8.25M 1.26% +141,929 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 244,619 $7.16M 3.33% +19,879 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 218,673 $6.4M <0.01% +24,349 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 209,595 $6.13M 0.02% +4,203 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 135,627 $3.97M 0.01% +14,782 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 131,725 $3.87M 0.38% +1,442 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 95,361 $2.79M 0.07% -6,691 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 89,307 $2.61M 0.07% +1,511 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 77,612 $2.27M 1.68% +5,359 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 72,424 $2.12M <0.01% -274 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 60,837 $1.79M 1.99% -1,107 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 60,705 $1.77M 0.93% +13,300 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 54,935 $1.61M <0.01% -2,594 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 47,508 $1.39M 0.01% +3,681 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 47,508 $1.39M 0.01% +3,681 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 47,381 $1.39M <0.01% +4,855 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 46,494 $1.36M <0.01% -1,406 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 44,006 $1.29M 0.55% 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 43,190 $1.26M 0.01% -3,750 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 39,442 $1.15M <0.01% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 37,355 $1.09M <0.01% +26,651 13F-HR Timeline Group Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 35,039 $1.02M 0.2% -1,030 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 34,362 $1.01M <0.01% +16,410 13F-HR Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 33,849 $990K 0.27% -51,125 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 32,899 $962K <0.01% +14,924 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 32,224 $943K <0.01% new 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 29,593 $866K 0.58% +2,561 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 27,940 $817K 0.01% 0 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 26,857 $786K 0.52% +2,338 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 25,000 $731K 0.09% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 23,627 $691K 0.14% -1,716 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 22,244 $651K 0.01% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 21,238 $621K <0.01% +1,033 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 20,948 $613K <0.01% -1,708 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 20,726 $606K 0.05% new 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 19,200 $562K 0.12% +3,247 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 17,470 $511K <0.01% +9,319 13F-HR/A Timeline Group GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 15,691 $459K 0.09% -5,075 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 15,609 $457K 0.01% -2,648 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 14,824 $434K 0.09% +2,652 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 13,792 $403K <0.01% -36 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 13,413 $392K <0.01% -21,258 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 11,256 $329K <0.01% new 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 11,175 $327K 0.09% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 10,706 $313K <0.01% 0 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 10,531 $308K 0.03% +4,379 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 10,291 $301K 0.03% +1,320 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 10,232 $299K 0.03% -1,355 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9,714 $284K <0.01% -7,346 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,703 $284K 0.01% +219 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 9,622 $281K 0.01% 0 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 9,271 $271K 0.31% +453 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 9,143 $267K <0.01% +188 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 8,610 $252K 0.13% -274 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 8,548 $250K <0.01% +131 13F-HR Timeline Group NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 8,132 $237K 0.07% new 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 7,861 $230K 0.15% -1,500 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 7,723 $226K 0.07% 0 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 7,550 $221K 0.07% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 7,529 $220K <0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 7,387 $216K 0.03% +688 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 7,235 $212K 0.02% new 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 7,187 $210K 0.04% -197 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,533 $191K 0.02% -1 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,751 $168K <0.01% -43 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 5,243 $153K 0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5,206 $152K 0.02% 0 13F-HR/A Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,004 $146K 0.06% new 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 4,651 $136K 0.09% new 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 2,774 $81.4K 0.03% -103 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,549 $74.2K <0.01% +1,472 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,514 $44K 0.03% +108 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,379 $40K <0.01% 0 13F-HR Timeline Group Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 1,360 $39.8K 0.02% +90 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,313 $38.4K <0.01% -177 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 902 $26.4K <0.01% +244 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 725 $21.2K <0.01% -197 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 672 $19.7K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 620 $18.1K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 473 $13.8K <0.01% +446 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 437 $12.8K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 428 $12.5K <0.01% -13 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 295 $8.63K <0.01% +45 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 274 $8.02K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 270 $7.9K <0.01% -28 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 248 $7.25K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 165 $4.83K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 144 $4.21K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 130 $3.8K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 81 $2.37K <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 $2.17K <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 30 $878 <0.01% new 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 1 $29 <0.01% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.