Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,573,231 $52.3M 7.52% +124,676 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 474,176 $9.64M <0.01% -58,637 13F-HR/A Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 320,980 $6.53M 0.01% 0 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 233,643 $4.75M 0.07% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 213,200 $4.33M 2.04% -197,136 13F-HR Timeline Envestnet Portfolio Solutions, Inc. in group ENVESTNET ASSET MANAGEMENT INC More: the full row for Envestnet Portfolio Solutions, Inc. 138,217 $2.81M 0.01% +9,032 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 132,824 $2.7M 1.23% +71,115 13F-HR Timeline TFC Financial Management, Inc. 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More: the full row for OSAIC HOLDINGS, INC. 62,645 $1.27M <0.01% -59,997 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 59,654 $1.21M 0.06% +291 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 53,210 $1.08M <0.01% -64,296 13F-HR Timeline Group North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 51,667 $1.05M 0.83% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 48,758 $991K 0.14% 0 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 48,134 $979K 0.32% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 40,409 $822K 0.11% -1,027 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 35,990 $732K <0.01% 0 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 33,190 $675K <0.01% +1,475 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 32,197 $655K <0.01% -1 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 24,224 $492K 0.02% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 23,410 $476K <0.01% +743 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 22,226 $452K <0.01% +2,083 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 20,765 $422K <0.01% +1,950 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 17,610 $358K 0.04% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 15,009 $302K 0.01% 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 13,000 $264K 0.08% 0 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 10,186 $207K 0.08% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,501 $132K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,064 $42K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,703 $34.6K <0.01% +203 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 1,541 $31.3K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,410 $28.7K <0.01% new 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,000 $20.3K <0.01% 0 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 347 $7.05K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 331 $6.74K <0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 255 $5K <0.01% 0 13F-HR Timeline Group Kennebec Savings Bank More: the full row for Kennebec Savings Bank 104 $2.11K <0.01% 0 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 85 $1.73K <0.01% new 13F-HR/A Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 30 $610 <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10 $205 <0.01% 0 13F-HR Timeline