FMR LLC in group FMR LLC More: the full row for FMR LLC 2,357,731 $97.4M 0.01% +90,026 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 2,200,075 $90.9M 0.24% -243,722 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,042,618 $84.4M 0.01% -108,376 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/ 1,783,094 $73.7M 0.01% +76,675 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 1,747,178 $72.2M 0.15% +118,668 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 1,499,023 $62M 0.05% +44,596 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,323,097 $54.7M 0.01% -287,283 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,081,506 $44.7M 0.01% +12,632 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 893,345 $36.9M 0.45% -79,984 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 880,000 $36.4M 0.12% +80,000 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 681,931 $28.2M 0.1% +25,602 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 654,766 $27.1M <0.01% -1,678 13F-HR Timeline Group Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 623,935 $25.8M 0.22% +88,260 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 583,378 $24.1M 0.41% -731,358 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 542,273 $22.4M 0.02% +41,473 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 532,550 $22.1M 0.01% -108,791 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 472,925 $19.5M 0.08% -50,788 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 465,180 $19.2M <0.01% +8,852 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 457,762 $18.9M <0.01% +11,624 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 432,271 $17.9M 0.02% +29,097 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 391,512 $16.2M 0.02% +23,978 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 322,711 $13.3M 0.79% -29,252 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 304,235 $12.6M 0.47% -10,133 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 297,907 $12.3M 0.02% -21,925 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 291,087 $12M <0.01% +26,034 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 283,427 $11.7M 0.15% -2,881 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 260,921 $10.8M 0.24% +3,517 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 255,762 $10.6M 0.35% +16,849 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 249,581 $10.3M <0.01% +33,222 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 247,293 $10.2M 1.04% +25,126 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 225,480 $9.32M 0.03% +32,544 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 209,753 $8.67M 0.06% +4,635 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 204,873 $8.47M 0.01% +204,713 13F-HR Timeline Group BAILARD, INC. 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More: the full row for Decker Retirement Planning Inc. 66,461 $2.75M 1.59% +66,291 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 64,576 $2.67M 0.12% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 64,511 $2.67M <0.01% -1,381 13F-HR Timeline Group Financial Advisors, LLC More: the full row for Financial Advisors, LLC 64,037 $2.65M 0.49% -1,998 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 63,882 $2.64M 0.08% -1,125 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 62,458 $2.58M 0.02% +4,177 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 69,762 $2.55M 0.74% +11,617 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 60,528 $2.5M 0.21% +2,248 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 60,172 $2.49M 0.04% +1,440 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 59,689 $2.47M 0.89% +221 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 58,195 $2.41M 1.37% +6,103 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 57,977 $2.4M 1.06% +1,740 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 55,960 $2.31M <0.01% -1,384 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 55,538 $2.3M -4,840 Timeline rebel Financial LLC More: the full row for rebel Financial LLC 54,826 $2.27M 1.03% 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 54,456 $2.25M 0.52% -2,028 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 51,925 $2.15M 0.18% -65 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 49,083 $2.03M <0.01% -14,301 13F-HR Timeline Group BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 47,336 $1.96M 0.06% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 46,518 $1.92M <0.01% -2,110 13F-HR Timeline Group SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 45,855 $1.9M 0.14% +721 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 45,608 $1.88M 0.01% -942 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 45,459 $1.88M 0.45% -15,393 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 44,381 $1.85M <0.01% -5,681 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 44,207 $1.83M 1.04% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 44,198 $1.83M 0.21% +9,806 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 43,360 $1.79M 0.13% -550 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 42,107 $1.74M <0.01% +9,664 13F-HR/A Timeline Group Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 41,912 $1.73M 0.17% +1,308 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 41,322 $1.71M 0.04% +158 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 40,640 $1.68M 0.42% +435 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 36,617 $1.57M 0.05% +276 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 33,347 $1.38M 0.72% +1,925 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 33,189 $1.37M 0.02% -1,781 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 32,883 $1.36M 0.01% -683 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 31,787 $1.31M 0.34% -449 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 31,728 $1.31M 0.12% -11,352 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 31,569 $1.3M 0.03% +3,700 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 31,201 $1.29M 0.02% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 30,583 $1.26M 0.02% -234 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 30,070 $1.24M 0.7% +1,848 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 30,065 $1.24M 0.61% -6,316 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 29,999 $1.24M 0.03% +82 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 29,981 $1.24M 0.07% +51 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 29,294 $1.21M 0.42% +5,243 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 29,236 $1.21M 0.21% -1,061 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 28,898 $1.19M 0.27% +7,748 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 28,645 $1.18M <0.01% +8,770 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 27,304 $1.13M <0.01% +1,064 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 27,272 $1.13M 0.15% +8,555 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 26,212 $1.08M 0.1% -74 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 26,037 $1.08M 0.01% +18,199 13F-HR Timeline Wealth Advisory Team LLC More: the full row for Wealth Advisory Team LLC 25,986 $1.07M 1% 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 25,751 $1.06M 0.47% +1,715 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 25,713 $1.06M 0.01% +2,240 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 25,699 $1.06M <0.01% +40 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 24,966 $1.03M <0.01% -53,761 13F-HR/A Timeline Group PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 24,891 $1.03M 0.14% -283 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 24,569 $1.02M <0.01% +17,291 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 24,476 $1.01M <0.01% +1,711 13F-HR Timeline Group Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 24,445 $1.01M 0.15% -15,199 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 24,151 $998K 0.23% -2,869 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 23,827 $985K 0.48% +12,875 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 23,823 $985K 0.77% -127 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 23,711 $980K 0.08% -369 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 23,372 $966K <0.01% +2,436 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 22,941 $948K 0.17% +2,452 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 22,810 $943K 0.05% +347 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 22,696 $938K 0.35% -784 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 22,046 $911K <0.01% -188 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 21,962 $908K 0.11% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 21,808 $901K 0.19% +142 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 21,691 $896K 0.26% -4,645 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 21,363 $883K 0.02% -882 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 21,068 $871K +45 Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 21,040 $870K 0.01% -1,144 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 20,658 $854K 0.03% +419 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 20,351 $841K 0.09% new 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 20,095 $831K 0.43% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 20,074 $830K <0.01% -295 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 19,996 $826K 0.04% -1,539 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 19,235 $826K 0.03% +3,128 13F-HR Timeline Group Aufman Associates Inc More: the full row for Aufman Associates Inc 19,871 $821K 0.51% -312 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 19,401 $802K 0.08% +2,821 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 19,375 $801K 0.17% -592 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 19,341 $799K <0.01% -610 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 19,326 $799K 0.01% -10,411 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 18,870 $780K 0.01% -3,197 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 18,547 $767K 0.03% +6,626 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 17,774 $735K 0.58% -31,362 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 17,644 $729K 0.08% -3,493 13F-HR Timeline Fingerlakes Wealth Management, Inc. 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