VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 2,005,896 $126M 0.49% 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,852,641 $116M 0.01% +1,826,926 13F-HR Timeline Group Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 1,100,000 $69.1M 0.41% 0 13F-HR/A Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 519,584 $32.5M 0.23% +71,678 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 290,167 $18.2M 0.02% +8,557 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 266,454 $16.7M <0.01% +6,854 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 211,926 $13.3M 1.53% +22,081 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 206,536 $13M 0.03% +118,903 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 177,265 $11.1M 0.01% new 13F-HR Timeline Group DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 177,260 $11.1M 2.73% +15,087 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 175,469 $11M 0.4% +1,309 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 154,784 $9.73M 0.12% +9,359 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 151,235 $9.5M 0.01% +14,445 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 149,730 $9.41M 0.92% +1,122 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 138,258 $8.69M 0.03% -9,476 13F-HR/A Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 96,634 $6.07M 0.01% +15,986 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 93,656 $5.88M <0.01% +12,995 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 79,748 $5.01M 2.65% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 71,239 $4.48M <0.01% +24,263 13F-HR Timeline Group Francis Financial, Inc. More: the full row for Francis Financial, Inc. 70,682 $4.44M 0.82% +22,842 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 68,913 $4.33M 0.17% +4,818 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 64,640 $4.06M 0.01% +17,071 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 64,263 $4.04M 0.59% -548 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 48,329 $3.04M 0.47% +318 13F-HR Timeline Pearl Planning LLC More: the full row for Pearl Planning LLC 41,504 $2.61M 1.39% +5,307 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 40,782 $2.56M 0.03% +1,346 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 38,913 $2.44M 0.34% new 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 37,176 $2.34M 0.69% +144 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 31,213 $1.96M <0.01% new 13F-HR Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 30,290 $1.9M 0.44% -47,175 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 29,541 $1.86M <0.01% +3,889 13F-HR/A Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 26,185 $1.65M <0.01% new 13F-HR Timeline Group Level Financial Advisors More: the full row for Level Financial Advisors 25,562 $1.61M 0.41% +1,033 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 25,375 $1.59M 0.31% +348 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 24,645 $1.55M 0.02% +2,369 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 22,641 $1.42M <0.01% +4,854 13F-HR Timeline Group New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 19,626 $1.23M 0.14% -251 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 18,958 $1.19M 0.02% +12,275 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 18,370 $1.16M 0.23% +1,506 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 18,243 $1.15M <0.01% +27 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 18,075 $1.14M 0.02% +10,894 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 17,547 $1.1M 0.35% -181 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 16,401 $1.04M 0.02% +1,470 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 16,239 $1.02M 0.61% -47 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 15,495 $974K <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 14,981 $935K 0.01% +1,265 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 14,739 $926K 0.76% +454 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 13,754 $864K 0.11% +417 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 13,732 $863K 0.41% +14 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 13,754 $860K <0.01% +198 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 13,604 $855K <0.01% +2,942 13F-HR Timeline Group WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 12,007 $754K 0.69% +5 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 11,885 $746K 0.1% +924 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 11,473 $721K 0.02% +611 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11,380 $715K 0.02% +5,956 13F-HR/A Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 11,133 $699K <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 11,017 $692K 0.24% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 10,550 $663K <0.01% +79 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 10,523 $661K 0.05% +336 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 10,072 $633K <0.01% -936 13F-HR Timeline Group West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 9,745 $612K 0.1% -48 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 9,370 $589K <0.01% +3,828 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 8,991 $565K <0.01% +1,769 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 8,818 $554K <0.01% -361 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,787 $552K 0.03% +50 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 8,667 $545K 0.01% -1,557 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 8,578 $539K 0.32% +87 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 8,478 $533K 0.04% -4,466 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 8,340 $524K 0.49% -150 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 7,950 $500K <0.01% +2,258 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 7,944 $498K 0.08% -43 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,915 $497K <0.01% 0 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 7,804 $490K <0.01% -850 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,663 $482K 0.03% +51 13F-HR Timeline Townsend Financial Planning, LLC More: the full row for Townsend Financial Planning, LLC 7,391 $464K 0.45% +21 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 7,206 $453K <0.01% -3,094 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 7,166 $450K 0.12% -127 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 6,718 $422K 0.09% +140 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 6,400 $402K <0.01% 0 13F-HR Timeline Group Essential Planning, LLC. More: the full row for Essential Planning, LLC. 6,329 $398K 0.13% -6 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 6,288 $395K 0.05% +614 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 6,206 $390K 0.15% +46 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 6,037 $379K 0.01% +102 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 6,031 $379K 0.05% -8 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 6,018 $378K <0.01% +135 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,602 $352K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 5,602 $352K 0.08% 0 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 5,343 $336K 0.25% +80 13F-HR Timeline 25 LLC More: the full row for 25 LLC 5,208 $327K 0.1% 0 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 5,178 $326K 0.13% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,083 $319K 0.01% 0 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 5,013 $315K 0.19% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 4,958 $312K 0.05% +553 13F-HR Timeline STRATEGIC ADVISORY PARTNERS, LLC More: the full row for STRATEGIC ADVISORY PARTNERS, LLC 4,763 $299K 0.24% -277 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,729 $297K <0.01% -1,152 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,690 $295K <0.01% +3,527 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 4,525 $284K 0.09% new 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 4,219 $265K 0.03% 0 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 3,861 $243K 0.11% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 3,843 $241K <0.01% +28 13F-HR Timeline Group KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 3,567 $224K 0.1% -71 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 3,425 $215K 0.14% new 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 3,021 $190K 0.02% new 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 2,830 $178K 0.04% -160 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,733 $171K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,500 $156K <0.01% new 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 1,906 $120K 0.03% 0 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 1,713 $108K 0.08% -1,993 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,546 $97.1K 0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1,530 $96.1K 0.02% +162 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,411 $88.6K <0.01% -4 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,391 $87.4K <0.01% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,182 $74.3K <0.01% +8 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,008 $63.3K 0.01% -347 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,006 $63.2K 0.05% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 944 $59.3K <0.01% +6 13F-HR Timeline Group Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 815 $51.2K 0.05% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 811 $50.9K <0.01% +6 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 800 $50.1K <0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 734 $45.9K 0.02% +159 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 547 $34.4K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 533 $33.5K <0.01% +4 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 437 $27.5K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 416 $26.1K <0.01% -2 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 280 $17.6K 0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 167 $10.5K <0.01% +25 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 158 $9.93K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 130 $8.19K <0.01% -3 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 116 $7.29K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 75 $4.71K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 72 $4.52K <0.01% 0 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 63 $3K <0.01% 0 13F-HR Timeline