TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 1,153,183 $41.2M 0.1% -27,531 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 797,834 $28.5M 0.07% -20,826 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 580,374 $20.7M 2.98% -4,320 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/ 414,987 $14.8M <0.01% -49,496 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 379,148 $13.5M <0.01% +15,740 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 327,586 $11.7M +11,797 Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 289,966 $10.3M 1.33% +1,123 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 253,733 $9.06M 3.5% -3,054 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 238,180 $8.5M 0.11% +107,075 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 195,672 $6.98M <0.01% -10,663 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 179,593 $6.41M 0.02% -14,083 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 137,894 $4.99M 0.01% +1,306 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 101,123 $3.61M 0.07% -708 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 97,311 $3.47M 0.07% -92,333 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 96,530 $3.45M <0.01% +25,250 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 90,076 $3.21M <0.01% +35,581 13F-HR Timeline Cerity Partners OCIO LLC in group Cerity Partners LLC More: the full row for Cerity Partners OCIO LLC 73,783 $2.63M 0.13% -90,137 13F-HR Timeline Group Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 72,792 $2.6M 1.47% -3,898 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 58,097 $2.18M 1.97% -1,702 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 61,079 $2.18M 0.34% +25,590 13F-HR Timeline Group Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 60,485 $2.18M 0.98% -170 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 58,196 $2.08M <0.01% +743 13F-HR Timeline Group Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 51,257 $1.83M 0.59% +2,509 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 50,739 $1.81M <0.01% +3,839 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 50,525 $1.8M <0.01% -62,483 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 50,002 $1.78M <0.01% +3,974 13F-HR Timeline Group CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 48,948 $1.75M 0.48% +29,145 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 40,523 $1.45M 0.34% +6,720 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 40,255 $1.44M <0.01% -39,337 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 36,873 $1.32M 0.01% -3,748 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 37,508 $1.31M <0.01% -1,002 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 33,061 $1.18M <0.01% -2,301 13F-HR/A Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 30,494 $1.09M 0.49% +694 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 28,997 $1.03M <0.01% +957 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 27,940 $997K 0.01% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 25,000 $892K 0.1% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 24,178 $863K <0.01% +852 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 23,091 $824K <0.01% -1,089 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 22,244 $806K 0.01% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 20,831 $743K <0.01% -117 13F-HR Timeline Group GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 20,814 $743K 0.11% +4,419 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 20,462 $730K 0.14% -11 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 19,979 $713K 0.04% -747 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 13,742 $490K 0.01% -150 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 13,695 $489K 0.08% +715 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 13,642 $487K 0.02% -23,984 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 13,603 $485K <0.01% +617 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 12,945 $462K 0.06% 0 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 11,397 $407K 0.03% +929 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 11,175 $399K 0.09% 0 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 10,700 $382K 0.03% -21 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 10,689 $381K <0.01% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 10,550 $377K 0.02% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9,840 $351K <0.01% +250 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 9,835 $351K 0.03% -303 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 9,747 $348K 0.01% -1,706 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 9,622 $343K 0.01% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,427 $336K 0.01% -420 13F-HR Timeline Group Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 9,248 $330K 0.3% -23 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 9,014 $322K <0.01% +653 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 8,610 $307K 0.13% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 8,493 $303K <0.01% -425 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,339 $298K <0.01% -70,395 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 8,093 $289K <0.01% -2 13F-HR Timeline Group Carson Advisory Inc. More: the full row for Carson Advisory Inc. 7,861 $281K 0.15% 0 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 7,723 $276K 0.06% 0 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 7,550 $269K 0.07% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 7,407 $264K 0.08% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 7,137 $255K 0.02% 0 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 7,075 $253K 0.12% +324 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,411 $229K 0.02% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 6,226 $222K 0.04% -112 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 6,058 $216K 0.03% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 5,959 $213K <0.01% new 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 5,869 $212K 0.07% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,898 $210K <0.01% new 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 5,892 $210K 0.12% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,325 $190K <0.01% 0 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5,206 $186K 0.02% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,839 $173K 0.01% -69 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,532 $163K 0.05% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,355 $155K 0.02% +725 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,460 $88K <0.01% +1,081 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,411 $86K <0.01% -8 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 2,166 $79.3K 0.03% -317 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,053 $73.3K <0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,953 $69.7K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,611 $57.5K <0.01% +43 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,554 $55.5K <0.01% +1,424 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,492 $53.3K 0.01% -4 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,450 $52K 0.03% -79 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,313 $46.9K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 914 $32.6K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 725 $25.9K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 620 $22.1K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 473 $16.9K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 467 $16.7K <0.01% -122 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 437 $15.6K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 301 $10.7K <0.01% -136 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 295 $10.7K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 274 $9.78K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 270 $9.64K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 248 $8.85K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 144 $5.14K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 117 $4.18K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 109 $3.89K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 81 $2.89K <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 $2.64K <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 30 $1.07K <0.01% 0 13F-HR Timeline