FMR LLC in group FMR LLC More: the full row for FMR LLC 2,933,728 $135M 0.01% +311,407 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 2,150,087 $99.4M 0.24% -75,246 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,064,589 $94.9M 0.01% +46,838 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/ 1,823,512 $83.8M 0.01% +69,249 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 1,783,423 $82M 0.16% +2,676 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 1,546,321 $71.1M 0.05% +72,987 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,133,266 $52.1M 0.01% -119,085 13F-HR/A Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 861,413 $39.6M 0.45% -7,413 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 830,000 $38.2M 0.13% -50,000 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 720,219 $33.1M <0.01% +8,953 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 688,265 $31.6M 0.01% +103,752 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 686,681 $31.6M 0.1% +7,682 13F-HR/A Timeline Group Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 648,842 $29.8M 0.22% +14,151 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 583,903 $26.8M 0.02% +20,943 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 573,897 $26.4M 0.01% +76,490 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 523,900 $24.1M <0.01% +22,637 13F-HR Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 474,591 $21.8M 0.76% +173,086 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 463,737 $21.3M 0.08% -147 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 462,676 $21.3M <0.01% +10,721 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 454,167 $20.9M 0.02% +9,008 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 387,828 $17.8M <0.01% +130,314 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 331,276 $15.2M 0.01% +14,844 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 305,646 $14.1M 0.02% +7,522 13F-HR Timeline Accredited Investors Inc. 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Empirical Wealth Management 267,772 $12.3M 0.22% +355 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 229,887 $10.6M 0.05% 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 200,910 $9.24M 0.13% -7,529 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 197,887 $9.1M 0.27% -2,609 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 185,417 $8.53M 0.02% +3,654 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 182,892 $8.41M 0.01% +42,501 13F-HR Timeline Group BAILARD, INC. 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More: the full row for Financial Engines Advisors L.L.C. 151,838 $6.98M 0.01% +5,609 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 148,229 $6.82M 0.18% +247 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 143,200 $6.58M 0.04% +6,188 13F-HR Timeline Group Ally Invest Advisors Inc. 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More: the full row for Francis Financial, Inc. 53,980 $2.48M 0.49% +1,066 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 51,299 $2.36M 0.06% +2,957 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 50,692 $2.33M <0.01% +23,195 13F-HR/A Timeline Group Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 49,289 $2.27M 0.2% +470 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 48,975 $2.25M 0.16% -1,270 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 47,748 $2.19M 0.01% +13,906 13F-HR Timeline Group BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 47,481 $2.18M 0.06% -2,865 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 45,624 $2.13M <0.01% +6,975 13F-HR Timeline Group SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 45,733 $2.1M 0.14% -370 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 45,500 $2.09M <0.01% +489 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 45,251 $2.08M 0.21% -1,704 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 45,239 $2.08M 0.01% -380 13F-HR Timeline FSA WEALTH PARTNERS, INC. 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More: the full row for Garde Capital, Inc. 36,017 $1.66M 0.1% +7,041 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 35,012 $1.61M 0.02% +1,510 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 34,781 $1.6M 0.01% +23,084 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 34,550 $1.59M 0.3% -1,282 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 34,379 $1.58M 0.03% +70 13F-HR/A Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 32,975 $1.52M <0.01% +4,435 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 31,201 $1.5M 0.02% 0 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 32,281 $1.48M 0.72% -824 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 32,208 $1.48M 0.04% +1,258 13F-HR Timeline Group A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 31,524 $1.45M 0.69% +769 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 31,107 $1.43M 0.01% +468 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 30,956 $1.42M <0.01% +5,007 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 30,524 $1.4M 0.33% -581 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 30,311 $1.39M 0.04% +16,242 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 30,284 $1.39M 0.01% -1,568 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 30,091 $1.38M 0.17% +1,950 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 29,619 $1.36M 0.26% +325 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 29,572 $1.36M 0.08% 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 29,536 $1.36M 0.57% -3,475 13F-HR Timeline Stordahl Capital Management, Inc. 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More: the full row for MARQUETTE ASSOCIATES, INC. 26,607 $1.22M 1.57% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 25,990 $1.2M <0.01% +77 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 25,496 $1.17M 0.06% +1,500 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 25,417 $1.17M <0.01% +1,541 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 25,276 $1.16M 0.01% +2,395 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 25,141 $1.16M 0.01% -347 13F-HR Timeline Wealth Advisory Team LLC More: the full row for Wealth Advisory Team LLC 25,090 $1.15M 1.02% 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 26,935 $1.14M 0.4% +3,964 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 24,698 $1.14M 0.81% +675 13F-HR Timeline American Trust More: the full row for American Trust 15,492 $1.13M 0.09% +836 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 23,874 $1.1M 0.08% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 23,650 $1.09M 0.01% +13,265 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 22,923 $1.05M 0.14% -1,516 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 22,712 $1.04M 0.21% +38 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 22,260 $1.02M 0.52% +1,236 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 21,962 $1.01M 0.1% 0 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 21,936 $1.01M 0.17% -130 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 21,903 $1.01M 0.05% -806 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 21,443 $986K 0.02% -320 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 21,410 $984K <0.01% +12,365 13F-HR/A Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 21,214 $975K 0.03% +4,548 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 21,063 $968K 0.02% 0 13F-HR Timeline Group Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 21,062 $968K 0.1% -3 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 21,031 $967K 0.03% +427 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 20,997 $965K 0.69% +3,090 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 20,670 $950K 0.08% -469 13F-HR Timeline Compound Planning, Inc. 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