TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 1,115,032 $39.7M 0.1% -38,151 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 823,773 $29.3M 0.07% +25,939 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 606,609 $21.6M 2.12% +26,235 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 406,638 $14.5M <0.01% +27,490 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 330,522 $11.8M +2,936 Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 292,752 $10.4M 1.31% +2,786 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 239,907 $8.54M 3.2% -13,826 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/ 235,687 $8.39M <0.01% -179,300 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 224,685 $7.99M 0.1% -13,495 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 202,867 $7.22M <0.01% +106,337 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 184,760 $6.57M 0.02% +5,167 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 140,765 $5.23M 0.01% +2,871 13F-HR Timeline Cerity Partners OCIO LLC in group Cerity Partners LLC More: the full row for Cerity Partners OCIO LLC 129,649 $4.61M 0.26% +55,866 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 102,652 $3.65M <0.01% +12,576 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 97,344 $3.46M 0.07% -3,779 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 89,324 $3.18M 0.04% -7,987 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 77,360 $2.75M <0.01% -118,312 13F-HR Timeline Group Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 74,926 $2.67M 1.35% +2,134 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 63,377 $2.25M 0.98% +2,892 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 60,308 $2.15M 0.31% -771 13F-HR Timeline Group Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 58,618 $2.09M 1.76% +521 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 58,140 $2.07M <0.01% -56 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 53,298 $1.9M <0.01% +2,559 13F-HR Timeline Group Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 51,496 $1.83M 0.56% +239 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 49,281 $1.75M 0.47% +333 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 45,186 $1.61M <0.01% +21,008 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 41,512 $1.48M <0.01% -8,490 13F-HR/A Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 37,507 $1.33M 0.31% -3,016 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 33,165 $1.18M <0.01% +104 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 31,589 $1.12M 0.45% +1,095 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 31,268 $1.11M 0.01% -5,605 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 29,799 $1.06M <0.01% +802 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 28,987 $1.03M <0.01% -8,521 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 27,940 $1M 0.01% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 25,000 $890K 0.09% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 22,244 $826K 0.01% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 23,079 $821K <0.01% -12 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 21,458 $763K <0.01% 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 20,914 $744K <0.01% +83 13F-HR Timeline Group McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 20,122 $716K 0.14% -340 13F-HR Timeline Verus Advisory, Inc. More: the full row for Verus Advisory, Inc. 19,239 $686K 0.45% 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 18,209 $648K 0.04% -1,770 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 17,628 $627K 0.01% +8,201 13F-HR Timeline Group GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 17,584 $626K 0.09% -3,230 13F-HR/A Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 17,440 $621K <0.01% new 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 16,038 $571K <0.01% new 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 14,411 $513K <0.01% +808 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 13,412 $477K 0.06% +467 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 11,741 $418K 0.03% +344 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 11,610 $413K <0.01% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 11,560 $411K 0.01% -2,182 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 11,175 $398K 0.09% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 10,684 $380K 0.09% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 10,570 $376K <0.01% -119 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 10,340 $368K 0.03% -360 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 10,240 $364K <0.01% +400 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 10,128 $360K 0.3% +880 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 9,835 $350K 0.03% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 9,777 $347K <0.01% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 9,622 $342K 0.01% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 9,224 $328K <0.01% +210 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 8,751 $311K <0.01% +658 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 8,620 $307K <0.01% -31,635 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 8,610 $306K 0.12% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 8,447 $301K <0.01% -46 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 8,324 $296K <0.01% -1,423 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Carson Advisory Inc. More: the full row for Carson Advisory Inc. 7,861 $280K 0.15% 0 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 7,079 $276K 0.27% 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 7,723 $275K 0.06% 0 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 7,550 $269K 0.06% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 7,407 $264K 0.07% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 7,144 $254K 0.02% +7 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 7,089 $252K 0.12% +14 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 6,978 $248K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,617 $235K 0.02% +206 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 6,058 $232K 0.03% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 5,869 $223K 0.06% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 5,895 $210K 0.03% -331 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 5,892 $210K 0.12% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 5,784 $206K <0.01% -175 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 5,729 $204K 0.39% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,462 $194K 0.01% +623 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,767 $170K <0.01% -558 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,386 $156K 0.05% -146 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,290 $153K 0.02% -65 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,405 $85.6K <0.01% -6 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 1,968 $73.6K 0.02% -198 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,757 $62.5K <0.01% +146 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,500 $53.4K <0.01% -54 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,503 $53K <0.01% -957 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,434 $51K 0.03% -16 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,420 $50.6K 0.01% -72 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,245 $44.3K <0.01% -68 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 963 $34.3K 0.02% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 917 $32.6K 0.01% +3 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 745 $26.7K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 725 $25.8K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 624 $22.2K 0.01% +376 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 473 $16.8K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 437 $15.5K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 330 $12.2K <0.01% +35 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 338 $12K <0.01% -282 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 315 $11.2K <0.01% new 13F-HR/A Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 301 $10.7K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 284 $10.1K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 274 $9.75K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 270 $9.61K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 235 $8K <0.01% new 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 153 $5.44K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 144 $5.12K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 121 $4.31K <0.01% +4 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 91 $3.24K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 81 $2.88K <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 $2.63K <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 Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 18 $640 <0.01% new 13F-HR Timeline