Betterment LLC More: the full row for Betterment LLC 603,347 $25.7M 0.05% -12,692 13F-HR Timeline Windmill Hill Asset Management Ltd More: the full row for Windmill Hill Asset Management Ltd 114,575 $4.89M 1.14% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 113,565 $4.84M 0.01% +5,926 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 104,402 $4.45M 0.01% +37,987 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 55,051 $2.35M <0.01% +650 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 50,589 $2.16M <0.01% +253 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 45,580 $1.94M 0.03% -312 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 30,723 $1.31M <0.01% +90 13F-HR Timeline TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 15,928 $679K 0.12% -57,463 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 13,582 $579K <0.01% +15 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 12,891 $550K 0.01% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 11,430 $487K 0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 11,183 $477K 0.04% -1,310 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 11,051 $471K 0.01% -251 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 10,280 $438K 0.06% -77 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 10,039 $428K 0.03% new 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 9,948 $424K 0.18% +9,948 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 9,910 $423K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,149 $347K 0.01% +425 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 7,089 $302K <0.01% +4 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 6,547 $279K <0.01% new 13F-HR Timeline SB Capital Management Inc More: the full row for SB Capital Management Inc 6,209 $265K 0.1% 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 4,896 $239K 0.19% 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,528 $206K 0.01% new 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 4,712 $201K 0.09% -91 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,431 $146K <0.01% +1,751 13F-HR Timeline Group Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,400 $59.7K 0.02% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,323 $56.4K 0.01% +578 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,068 $45.5K <0.01% +2 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 896 $38.2K 0.02% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 316 $13.5K <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 314 $13.4K <0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 300 $12.8K <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 $12K <0.01% 0 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 124 $5K <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 90 $3.84K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 90 $3.82K <0.01% 0 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 43 $1.82K <0.01% -16 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 14 $597 <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3 $130 <0.01% +1 13F-HR/A Timeline Group Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 1 $26 <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $1 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.