Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,943,646 $67.4M 7.08% +57,974 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 573,564 $13.1M 2.88% -5,883 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 532,339 $12.2M <0.01% +4,233 13F-HR Timeline Group Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 292,669 $6.7M -57,161 Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 250,755 $5.74M 0.07% +687 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 191,530 $4.38M 0.09% new 13F-HR Timeline Envestnet Portfolio Solutions, Inc. in group ENVESTNET ASSET MANAGEMENT INC More: the full row for Envestnet Portfolio Solutions, Inc. 168,817 $3.86M 0.02% +428 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 148,918 $3.41M 0.05% -94,027 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 148,136 $3.39M 1.23% +9,069 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 132,532 $3.03M 0.34% +1,102 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 121,195 $2.77M 1.12% -397 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 95,960 $2.2M <0.01% +31,397 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 90,871 $2.08M 0.02% +41,301 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 82,049 $1.88M <0.01% +22,202 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 81,500 $1.86M <0.01% 0 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 74,363 $1.7M 0.03% +1,463 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 69,806 $1.6M 0.02% -3,797 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 67,296 $1.54M 0.06% +6,539 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 60,558 $1.39M 0.09% -1,615 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 58,687 $1.34M 0.16% +7,640 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 56,063 $1.28M 0.52% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 48,758 $1.12M 0.13% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 39,070 $894K <0.01% +32,286 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 35,990 $823K <0.01% 0 13F-HR Timeline Group Parkside Investments, LLC More: the full row for Parkside Investments, LLC 28,594 $654K 0.07% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 27,485 $629K <0.01% +673 13F-HR/A Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 24,693 $565K <0.01% -58,290 13F-HR Timeline Group First Western Trust Bank More: the full row for First Western Trust Bank 24,224 $554K 0.03% 0 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 23,762 $544K 0.23% +262 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 20,765 $475K <0.01% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 18,186 $416K <0.01% +157 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 17,777 $407K <0.01% +16,072 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 13,867 $317K 0.01% +2,960 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 13,592 $311K 0.03% +1,001 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 13,000 $297K 0.08% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 12,863 $294K <0.01% new 13F-HR Timeline Group Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 10,186 $233K 0.08% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 9,045 $207K <0.01% -1,994 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,622 $150K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,066 $47.3K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,728 $39.2K <0.01% new 13F-HR Timeline Group Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 1,561 $35.7K 0.01% +7 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,103 $25.2K <0.01% -307 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,000 $22.9K <0.01% 0 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 347 $7.94K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 336 $7.68K <0.01% +2 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 255 $6K <0.01% 0 13F-HR Timeline Group Kennebec Savings Bank More: the full row for Kennebec Savings Bank 104 $2.38K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10 $225 <0.01% 0 13F-HR Timeline