BAILARD, INC. More: the full row for BAILARD, INC. 66,652 $4.4M 0.1% +2,367 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 61,623 $4.07M 0.11% +431 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 55,629 $3.68M +2,599 Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 45,444 $3M <0.01% +12,561 13F-HR Timeline Group NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 45,282 $2.99M 0.74% +8,348 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 43,937 $2.94M 0.05% -4,124 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 39,667 $2.62M <0.01% +277 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 22,137 $1.46M 0.58% -1,468 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 14,116 $933K 0.12% -40 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 12,309 $813K 0.04% +1,099 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 11,839 $782K 0.02% +45 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 11,610 $767K 0.06% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 10,818 $715K <0.01% +337 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 10,432 $689K 0.48% -96 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 7,912 $587K 0.22% +645 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 8,479 $560K 0.07% -168 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 8,174 $540K <0.01% -10,139 13F-HR Timeline Group Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 8,090 $535K 0.05% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 7,440 $492K 0.06% -851 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,254 $479K <0.01% -7,216 13F-HR Timeline Group Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 7,200 $476K 0.08% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,035 $465K <0.01% new 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 6,903 $456K 0.01% -204 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 6,182 $409K <0.01% +1,266 13F-HR Timeline Group Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 6,045 $399K 0.49% -120 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 5,886 $389K 0.05% -1,157 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 5,645 $373K 0.15% -743 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,457 $361K <0.01% +615 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,684 $310K <0.01% +533 13F-HR Timeline Group Enclave Advisors LLC More: the full row for Enclave Advisors LLC 4,678 $309K 0.04% +303 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,177 $276K <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 4,185 $276K <0.01% -3 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,742 $252K <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 3,561 $235K 0.02% new 13F-HR Timeline Group Financial Insights, Inc. More: the full row for Financial Insights, Inc. 3,466 $229K 0.07% -20 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,355 $222K 0.01% -621 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,194 $211K <0.01% +944 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 2,334 $172K 0.07% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 2,027 $134K 0.06% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,625 $107K <0.01% 0 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,601 $106K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,410 $93.2K <0.01% +197 13F-HR Timeline Group 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 1,260 $83.2K 0.04% -83 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 $69K <0.01% -2,718 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,010 $66.8K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 945 $62.4K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 777 $51.3K 0.02% 0 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 641 $42.4K <0.01% -470 13F-HR Timeline Group GGM Financial LLC More: the full row for GGM Financial LLC 626 $41.4K 0.02% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 500 $33K 0.01% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 450 $29.7K <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 $26.4K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 386 $24.7K <0.01% +363 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 360 $23.8K <0.01% 0 13F-HR Timeline Group BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 214 $14.1K <0.01% new 13F-HR/A Timeline TSFG, LLC More: the full row for TSFG, LLC 201 $13K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 133 $8.79K <0.01% +108 13F-HR Timeline Group WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 59 $4.76K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 66 $4.36K <0.01% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 55 $3.66K <0.01% -11 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 36 $2.09K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 10 $661 <0.01% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 10 $661 <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 9 $595 <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 $19 <0.01% -1 13F-HR/A Timeline Group Amount filed as zero, left out of ratios.