BAILARD, INC. More: the full row for BAILARD, INC. 70,108 $5.65M 0.12% +3,456 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 67,158 $5.41M +11,529 Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 64,934 $5.23M 0.12% +3,311 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 43,995 $3.55M 0.78% -1,287 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 43,053 $3.47M <0.01% +3,386 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 38,457 $3.1M 0.04% -5,480 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 28,989 $2.34M 0.09% +16,680 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 22,052 $1.78M 0.61% -85 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 20,476 $1.65M <0.01% +12,302 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 13,664 $1.1M 0.13% -452 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 11,610 $936K 0.07% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 10,481 $845K <0.01% -337 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 9,997 $806K 0.59% -435 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 9,064 $731K 0.01% -2,775 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 8,090 $652K 0.06% 0 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 7,710 $635K 0.22% -202 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 7,084 $571K 0.07% -1,395 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,035 $567K <0.01% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 6,968 $562K 0.06% -472 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 6,771 $546K 0.01% -132 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,079 $490K <0.01% +1,395 13F-HR Timeline Group Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 6,045 $487K 0.52% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 5,853 $472K <0.01% -329 13F-HR Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 5,775 $466K 0.05% -111 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 5,703 $460K 0.06% +1,025 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 5,556 $448K 0.16% -89 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,199 $419K <0.01% -258 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 4,689 $378K <0.01% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,188 $338K <0.01% +3 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,170 $333K <0.01% +428 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 3,406 $275K 0.07% -60 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,355 $270K 0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 3,264 $263K 0.1% +1,237 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,229 $260K <0.01% +35 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,930 $236K <0.01% -1,247 13F-HR Timeline Group R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 2,933 $236K 0.1% new 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,840 $229K 0.08% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,797 $225K 0.01% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,778 $224K <0.01% new 13F-HR/A Timeline GGM Financial LLC More: the full row for GGM Financial LLC 2,719 $219K 0.08% +2,093 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 2,600 $210K 0.03% new 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 2,567 $207K 0.11% new 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 2,334 $184K 0.07% 0 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 1,403 $138K <0.01% 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,625 $131K <0.01% 0 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,601 $129K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,364 $110K <0.01% -46 13F-HR Timeline Group 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 1,212 $97.7K 0.05% -48 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,063 $85.7K 0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,044 $84.2K <0.01% 0 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 945 $76.2K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 911 $73.4K 0.02% +134 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 500 $40.3K 0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 450 $36.3K <0.01% 0 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 400 $32.3K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 386 $30.8K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 201 $16K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 132 $10.6K <0.01% +66 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 100 $8.06K <0.01% new 13F-HR Timeline Group Newton One Investments LLC More: the full row for Newton One Investments LLC 55 $4.46K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 10 $806 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 9 $725 <0.01% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $24 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.