Betterment LLC More: the full row for Betterment LLC 795,659 $25.7M 0.06% +1,972 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 123,198 $3.98M 0.09% -15,485 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 121,355 $3.92M 0.01% -3,638 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 95,234 $3.08M 0.06% -5,112 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 67,765 $2.19M <0.01% +28,820 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 65,645 $2.12M 0.01% +160 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/ 53,567 $1.73M <0.01% +525 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 51,786 $1.67M <0.01% -1,077 13F-HR Timeline Group LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 35,618 $1.15M 0.05% +4 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 21,077 $681K <0.01% -4,565 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 20,515 $663K 0.03% -7,312 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 19,846 $641K 0.02% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 16,989 $549K 0.01% -1,180 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 15,289 $494K <0.01% -606 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 14,712 $475K <0.01% 0 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 12,892 $416K 0.01% -38 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 12,631 $408K 0.04% 0 13F-HR/A Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 11,430 $369K <0.01% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 10,254 $331K <0.01% -429 13F-HR Timeline Group Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 8,752 $283K 0.14% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,282 $267K 0.01% -316 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 8,368 $266K 0.09% +142 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 7,944 $257K <0.01% +1,514 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 7,521 $243K 0.04% -160 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 7,379 $238K 0.05% +675 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 6,708 $217K <0.01% new 13F-HR Timeline Group Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 5,157 $167K 0.09% +82 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,244 $40.2K 0.02% +14 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 811 $26K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 600 $19.4K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 518 $16.7K <0.01% -546 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 400 $12.9K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 312 $10.1K <0.01% -318 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 300 $9.69K <0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 282 $9.11K <0.01% 0 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 240 $8K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 163 $5.27K <0.01% -2 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 90 $2.91K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 85 $2.75K <0.01% -899 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 59 $1.89K <0.01% -24 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3 $103 <0.01% 0 13F-HR/A Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1 $28 <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $8 <0.01% -1 13F-HR Timeline Group Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.