TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 1,180,714 $39.2M 0.1% -197,002 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 818,660 $27.2M 0.07% -13,590 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 584,694 $19.4M 2.96% -548,122 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/ 464,483 $15.4M <0.01% -22,798 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 363,408 $12.1M <0.01% -8,461 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 315,789 $10.5M +2,831 Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 288,843 $9.59M 1.31% +6,713 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 256,787 $8.53M 3.65% +12,168 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 206,335 $6.85M <0.01% -12,338 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 193,676 $6.43M 0.02% -15,919 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 189,644 $6.3M 0.09% +94,283 13F-HR Timeline Cerity Partners OCIO LLC in group Cerity Partners LLC More: the full row for Cerity Partners OCIO LLC 163,920 $5.44M 0.3% -168,301 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 136,588 $4.58M 0.01% +961 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 131,105 $4.35M 0.07% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 113,008 $3.75M 0.01% -200,350 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 101,831 $3.38M 0.07% +12,524 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 79,592 $2.64M <0.01% +62,122 13F-HR/A Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 78,734 $2.61M <0.01% +46,510 13F-HR Timeline Group Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 76,690 $2.55M 1.61% -922 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 71,280 $2.37M <0.01% -1,144 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 67,242 $2.23M <0.01% new 13F-HR Timeline Group Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 60,655 $2.01M 0.99% -50 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 59,799 $1.99M 1.98% -1,038 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 57,453 $1.91M <0.01% +2,518 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 54,495 $1.81M <0.01% +8,001 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 48,748 $1.62M 0.6% +4,742 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 46,900 $1.56M <0.01% -481 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 46,028 $1.53M <0.01% +8,673 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 41,137 $1.37M 0.01% -2,053 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 40,621 $1.35M 0.01% -6,887 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 38,510 $1.25M <0.01% +25,097 13F-HR/A Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 37,626 $1.25M 0.03% new 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 35,489 $1.18M 0.2% +450 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 35,362 $1.17M <0.01% +1,000 13F-HR Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 33,803 $1.12M 0.28% -46 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 29,800 $990K 0.56% +207 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 28,040 $931K <0.01% -4,859 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 27,940 $928K 0.01% 0 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 27,458 $912K 0.55% +601 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 25,000 $830K 0.1% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 24,180 $803K <0.01% -15,262 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 23,326 $775K <0.01% +2,088 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 22,244 $738K 0.01% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 20,948 $696K <0.01% 0 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 20,726 $688K 0.05% 0 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 20,473 $680K 0.13% +1,273 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 19,803 $658K 0.22% new 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 16,395 $544K 0.09% +704 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 14,764 $490K <0.01% new 13F-HR/A Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 13,892 $461K 0.01% +100 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 12,986 $431K <0.01% +1,730 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 12,980 $431K 0.08% -1,844 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 12,945 $430K 0.06% -10,682 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 11,453 $380K 0.01% -4,156 13F-HR/A Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 11,175 $371K 0.09% 0 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 10,721 $356K 0.03% +190 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 10,689 $355K <0.01% -17 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 10,468 $348K 0.03% +177 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 10,138 $337K 0.03% -94 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,847 $327K 0.01% +144 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 9,622 $320K 0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9,590 $318K <0.01% -124 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 9,271 $308K 0.33% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 8,918 $296K <0.01% -225 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 8,610 $286K 0.14% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 8,361 $278K <0.01% -187 13F-HR Timeline Group NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 8,136 $270K 0.07% +4 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 8,095 $269K <0.01% new 13F-HR Timeline Group Carson Advisory Inc. More: the full row for Carson Advisory Inc. 7,861 $261K 0.17% 0 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 7,723 $256K 0.07% 0 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 7,550 $251K 0.07% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 7,407 $246K 0.08% new 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 7,137 $237K 0.02% -98 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 6,751 $224K 0.12% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,411 $213K 0.03% -122 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 6,338 $210K 0.04% -849 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 6,058 $201K 0.03% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,325 $177K <0.01% -426 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5,206 $173K 0.02% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,908 $163K 0.01% -335 13F-HR/A Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,532 $151K 0.06% -472 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,630 $121K 0.01% -3,757 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 2,483 $83.6K 0.03% -291 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,419 $80.3K <0.01% -130 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,053 $68.2K <0.01% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,568 $52.1K <0.01% +1,140 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,529 $51K 0.03% +15 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,496 $49.7K 0.01% +594 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,379 $46K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,313 $43.6K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 914 $30.4K 0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 725 $24.1K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 620 $20.6K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 589 $19.6K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 473 $15.7K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 437 $14.5K <0.01% -235 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 437 $14.5K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 295 $9.79K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 274 $9.1K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 270 $8.97K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 248 $8.24K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 144 $4.78K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 130 $4.32K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 117 $3.89K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 81 $2.69K <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 $2.46K <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 30 $996 <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 10 $332 <0.01% new 13F-HR Timeline Group 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.