TIAA group of 2 filers holding More: the full row for TIAA 1,102,959 $40.5M -12,073 Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 888,758 $32.7M 0.07% +64,985 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 607,867 $22.3M 2.04% +1,258 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 439,796 $16.2M <0.01% +33,158 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 343,914 $12.6M +13,392 Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 292,610 $10.8M 1.32% -142 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/ 260,304 $9.56M <0.01% +24,617 13F-HR Timeline Group Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 259,211 $9.49M +129,562 Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 241,008 $8.85M 3.3% +1,101 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 218,820 $8.04M <0.01% +15,953 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 206,692 $7.59M 0.09% -17,993 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 182,237 $6.7M 0.02% -2,523 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 158,758 $5.8M 0.01% +17,993 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 100,913 $3.71M <0.01% -1,739 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 95,224 $3.5M 0.07% -2,120 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 84,045 $3.09M <0.01% +6,685 13F-HR Timeline Group Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 80,465 $2.96M 1.42% +5,539 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 70,995 $2.61M 1.1% +7,618 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 61,314 $2.25M <0.01% +19,802 13F-HR Timeline Group Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 59,658 $2.19M 0.32% -650 13F-HR Timeline Group Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 58,000 $2.13M 1.74% -618 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 57,824 $2.12M <0.01% -316 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 54,678 $2.01M <0.01% +1,380 13F-HR Timeline Group Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 52,076 $1.91M 0.54% +580 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 51,706 $1.9M 0.05% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 48,835 $1.79M 0.52% -446 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 45,437 $1.67M <0.01% +251 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 42,853 $1.57M 0.02% -46,471 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 37,397 $1.37M 0.32% -110 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 34,022 $1.2M <0.01% +857 13F-HR/A Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 31,818 $1.17M 0.5% +229 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 31,195 $1.15M <0.01% +1,396 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 30,769 $1.13M 0.01% -499 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 27,940 $1.03M 0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 26,824 $986K <0.01% -2,163 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 25,000 $918K 0.09% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 23,079 $848K <0.01% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 22,236 $817K <0.01% +10,626 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 22,244 $815K 0.01% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 21,028 $773K 0.01% +3,400 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 20,914 $768K <0.01% 0 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 20,204 $742K 0.01% +13,226 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 19,982 $734K 0.14% -140 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 17,440 $641K <0.01% 0 13F-HR Timeline Group GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 15,836 $582K 0.08% -1,748 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 15,808 $581K <0.01% -230 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 15,250 $543K <0.01% +839 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 13,327 $490K 0.04% new 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 11,529 $424K 0.05% -1,883 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 11,323 $416K 0.03% -418 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 11,255 $413K <0.01% -10,203 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 11,175 $411K 0.09% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 10,840 $398K <0.01% +600 13F-HR/A Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 10,618 $390K 0.32% +490 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 10,608 $389K 0.1% -76 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 10,526 $387K <0.01% -44 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 10,021 $368K 0.03% -319 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 9,835 $361K 0.03% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 9,622 $354K 0.01% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 9,370 $344K <0.01% +619 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 9,229 $339K <0.01% +5 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 9,019 $331K <0.01% +399 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 7,957 $292K <0.01% -490 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 7,861 $289K 0.15% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,769 $285K <0.01% -3,791 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 7,753 $285K 0.08% +346 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 7,723 $284K 0.06% 0 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 7,550 $277K 0.06% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7,537 $277K <0.01% -787 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 7,351 $270K 0.11% -1,259 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 7,033 $258K 0.02% -111 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 6,050 $248K 0.23% -1,029 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,703 $246K <0.01% new 13F-HR/A Timeline Group Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 6,702 $246K 0.11% -387 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,615 $243K 0.02% -2 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 6,058 $223K 0.02% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 5,943 $218K <0.01% +159 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,898 $217K <0.01% new 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 5,869 $216K 0.06% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 5,860 $215K 0.03% -35 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 5,529 $203K 0.12% -363 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,489 $202K 0.01% +27 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,502 $166K 0.03% +116 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,290 $158K 0.02% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,278 $157K <0.01% -489 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 3,897 $143K <0.01% +2,140 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,502 $91.9K <0.01% +97 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,049 $75.6K <0.01% +1,612 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 1,755 $71.1K 0.02% -213 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,503 $55.2K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,500 $55.1K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,464 $54K 0.04% +30 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,420 $52.2K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,370 $48.5K <0.01% +625 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,257 $46.2K 0.02% +633 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,245 $45.7K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 963 $35.4K 0.02% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 930 $34.2K <0.01% 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 917 $33.7K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 722 $26.5K <0.01% -3 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 562 $20.6K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 473 $17.4K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 352 $12.9K <0.01% +37 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 338 $12.4K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 330 $12.1K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 301 $11.1K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 288 $10.6K <0.01% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 284 $10.4K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 284 $10.4K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 274 $10.1K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 270 $9.92K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 191 $7.02K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 155 $5.7K <0.01% +11 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 153 $5.62K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 121 $4.45K <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 110 $4.04K <0.01% new 13F-HR Timeline Group Trust Co More: the full row for Trust Co 81 $2.98K <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 $2.72K <0.01% 0 13F-HR/A Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 30 $1.1K <0.01% 0 13F-HR Timeline Verus Advisory, Inc. More: the full row for Verus Advisory, Inc. 0 $1 12.5% -19,239 13F-HR Timeline Amount filed as zero, left out of ratios.