FMR LLC in group FMR LLC More: the full row for FMR LLC 3,238,788 $152M 0.01% +305,060 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,107,110 $99.1M 0.01% +42,521 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/ 2,064,849 $97.1M 0.01% +241,337 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 1,789,266 $84.1M 0.16% +5,843 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 1,768,031 $81.7M -382,056 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 1,568,282 $73.7M 0.05% +21,961 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,157,902 $54.4M 0.01% +24,636 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 854,219 $40.2M 0.47% -7,194 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 800,000 $37.6M 0.13% -30,000 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 774,890 $36.4M 0.12% +88,209 13F-HR/A Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 743,837 $35M <0.01% +23,618 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 721,433 $33.9M 0.01% +33,168 13F-HR/A Timeline Group Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 641,249 $30.2M 0.22% -7,593 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 608,253 $28.6M 0.02% +24,350 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 544,385 $25.6M <0.01% +20,485 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 513,701 $24.2M <0.01% +51,025 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 481,842 $22.7M 0.01% -92,055 13F-HR/A Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 472,402 $22.2M 0.75% -2,189 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 461,532 $21.7M 0.09% -2,205 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 453,338 $21.3M 0.02% -829 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 430,739 $20.3M 0.01% +42,911 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 381,872 $18M 0.01% +50,596 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 329,737 $15.5M 0.02% +43,213 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 308,007 $14.5M 0.02% +2,361 13F-HR Timeline Accredited Investors Inc. 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More: the full row for Garde Capital, Inc. 36,552 $1.72M 0.1% +535 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 36,347 $1.71M 0.05% +15,133 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 35,119 $1.65M 0.02% +107 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 34,804 $1.64M 0.01% +23 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 34,530 $1.62M 1.04% -49,502 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 33,162 $1.56M 0.01% +2,055 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 30,918 $1.45M 0.3% +1,802 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 30,811 $1.45M 1.58% +4,204 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 30,724 $1.44M 0.02% new 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 30,286 $1.42M 0.67% -1,238 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 30,024 $1.41M 0.02% +6,374 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 29,914 $1.41M 0.01% -370 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 29,649 $1.39M 0.32% -875 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 29,619 $1.39M 0.22% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 29,243 $1.38M 0.01% +3,826 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 28,966 $1.36M 0.07% -606 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 28,732 $1.35M 0.57% -804 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 28,071 $1.32M 0.02% +2,795 13F-HR Timeline Group Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 28,004 $1.32M 0.53% +367 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 27,552 $1.3M 0.67% -4,729 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 27,248 $1.28M 0.06% new 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 26,814 $1.26M 0.16% -2,283 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 26,760 $1.26M 0.15% -3,331 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 26,743 $1.26M <0.01% +753 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 26,309 $1.24M <0.01% +4,899 13F-HR Timeline Group Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 26,288 $1.24M 0.91% +1,590 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 25,866 $1.22M 0.09% +1,992 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 25,838 $1.21M 0.19% -3,047 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 25,690 $1.21M <0.01% -7,285 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 25,481 $1.2M 0.01% +340 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 24,457 $1.15M 0.24% -2,213 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 23,659 $1.11M 0.05% +1,756 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 23,496 $1.1M 0.06% -2,000 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 23,415 $1.1M <0.01% -7,541 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 23,172 $1.09M 0.14% +249 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 22,802 $1.07M 0.36% -4,133 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 22,631 $1.06M 0.22% -81 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 22,064 $1.04M 0.03% new 13F-HR Timeline Group Aufman Associates Inc More: the full row for Aufman Associates Inc 22,063 $1.04M 0.51% -197 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 21,996 $1.03M 0.18% +60 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 21,962 $1.03M 0.11% 0 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 21,822 $1.03M 0.49% -23,094 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 21,494 $1.01M 0.03% +463 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 21,318 $1M <0.01% new 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 21,143 $994K 0.02% +80 13F-HR Timeline Group Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 21,123 $993K 0.11% +61 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 20,270 $953K 0.03% -11,938 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 20,235 $951K 0.03% -381 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 20,058 $943K 0.08% +734 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 19,768 $930K 0.43% -448 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 19,724 $927K 0.07% -946 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 19,596 $921K <0.01% +586 13F-HR Timeline Group Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 19,385 $911K 0.64% -1,612 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 19,314 $908K <0.01% new 13F-HR Timeline Group Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 19,019 $904K 0.15% +50 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 19,044 $895K 0.02% -2,399 13F-HR/A Timeline &PARTNERS More: the full row for &PARTNERS 18,653 $881K <0.01% +151 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 18,641 $876K <0.01% +18,450 13F-HR Timeline Group One Day In July LLC More: the full row for One Day In July LLC 18,522 $871K 0.07% +350 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 16,891 $852K +241 Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 18,063 $849K 0.24% +3,986 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 17,721 $833K <0.01% -961 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 17,674 $831K 0.01% +2,207 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 17,670 $831K 0.04% -235 13F-HR Timeline Fingerlakes Wealth Management, Inc. 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