Bank of Italy More: the full row for Bank of Italy 2,548,421 $128M 6.78% 0 13F-HR Timeline NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 1,541,000 $77.6M 0.5% +184,000 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 507,386 $25.4M 0.92% +11,386 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/ 340,110 $17.1M <0.01% +3,246 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 266,142 $13.4M 0.02% -62,415 13F-HR Timeline Group Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 238,751 $12M 5.6% +44,401 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 181,589 $9.15M -22,404 Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 125,861 $6.34M 0.01% +3,460 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 107,792 $5.43M 0.85% -1,565 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 107,262 $5.4M -880 Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 102,589 $5.17M 0.02% -7,567 13F-HR Timeline Group Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 91,560 $4.61M 0.02% +10,210 13F-HR Timeline Group Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 78,444 $3.95M 1.14% -6,240 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 55,142 $2.78M 0.03% +8,215 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 46,379 $2.34M <0.01% -3,589 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 46,178 $2.33M <0.01% +15,136 13F-HR/A Timeline Group Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 45,893 $2.31M 1.6% -23,678 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 37,611 $1.89M 0.02% +8,373 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 34,683 $1.75M 1.49% -248 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 33,872 $1.71M <0.01% -3,111 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 31,944 $1.61M <0.01% +878 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 30,797 $1.55M <0.01% +26,594 13F-HR/A Timeline Group Destination Wealth Management More: the full row for Destination Wealth Management 29,139 $1.47M 0.05% -1,953 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 22,975 $1.16M <0.01% +251 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 22,569 $1.14M <0.01% -4,342 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 21,581 $1.09M 0.01% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 15,564 $784K 0.08% 0 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 13,090 $659K 0.72% +589 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 11,192 $564K <0.01% -1,868 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 9,602 $484K 0.11% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 9,227 $465K <0.01% -522 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9,198 $463K <0.01% +19 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,072 $457K 0.01% +1,424 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 8,658 $436K <0.01% 0 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,866 $396K <0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 7,745 $390K <0.01% +112 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 7,738 $390K 0.35% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 7,615 $384K <0.01% +2,557 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 7,389 $372K <0.01% -1,062 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 7,203 $363K <0.01% +1,006 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 6,872 $346K <0.01% -26,170 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 6,234 $314K <0.01% -3,810 13F-HR Timeline Group Veridan Wealth LLC More: the full row for Veridan Wealth LLC 6,122 $308K 0.14% -1,355 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,017 $303K 0.03% 0 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 5,673 $286K 0.28% -392 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,442 $274K <0.01% +2,484 13F-HR Timeline Group Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 5,215 $263K 0.11% new 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 4,389 $221K 0.12% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,285 $216K <0.01% +12 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,249 $214K 0.08% +43 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,102 $207K <0.01% +8 13F-HR/A Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,428 $169K <0.01% -366 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 3,182 $160K 0.03% 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 3,023 $152K <0.01% -654 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,000 $101K <0.01% +1,875 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,664 $83.8K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,369 $69K <0.01% +405 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,200 $60.4K 0.02% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 940 $47.3K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 851 $42.9K <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 800 $40.3K 0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 742 $37K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 733 $36.9K <0.01% +1 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 576 $29K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 558 $28.1K <0.01% -52 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 339 $17.1K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 260 $13.1K 0.01% new 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 220 $11.1K 0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 215 $10.8K <0.01% new 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 104 $5.24K 0.01% new 13F-HR/A Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 53 $2.67K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 35 $1.76K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 29 $1.46K <0.01% 0 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.