Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,804,540 $56.9M 5.58% +231,309 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 541,900 $11M 2.74% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 508,915 $10.3M <0.01% +34,739 13F-HR/A Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 415,727 $8.44M 0.14% new 13F-HR/A Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 320,980 $6.51M 0.01% 0 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 241,961 $4.91M 0.07% +8,318 13F-HR Timeline Envestnet Portfolio Solutions, Inc. in group ENVESTNET ASSET MANAGEMENT INC More: the full row for Envestnet Portfolio Solutions, Inc. 161,423 $3.28M 0.01% +23,206 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 133,815 $2.72M 1.1% +991 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 124,344 $2.52M 0.32% -364 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 115,816 $2.35M 1.04% +661 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 110,922 $2.25M 0.08% +31,136 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 88,708 $1.8M 0.05% +3,883 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 81,500 $1.65M <0.01% 0 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 72,024 $1.46M 0.02% +533 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 64,667 $1.31M 0.13% +140 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 61,027 $1.24M 0.06% +1,373 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 56,825 $1.15M 0.68% +5,158 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 48,758 $989K 0.14% 0 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 47,309 $960K 0.32% -825 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 39,385 $799K 0.1% -1,024 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 37,520 $761K <0.01% -25,125 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 35,990 $730K <0.01% 0 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 32,198 $653K <0.01% +1 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 31,258 $634K <0.01% -1,932 13F-HR Timeline Verus Advisory, Inc. More: the full row for Verus Advisory, Inc. 24,224 $493K 0.32% 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 21,242 $431K <0.01% -984 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 20,765 $421K <0.01% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 17,790 $361K <0.01% -5,620 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 17,610 $357K 0.04% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 15,010 $305K 0.01% +1 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 Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 12,251 $249K 0.03% new 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 5,161 $105K <0.01% -1,340 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,064 $41.9K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,705 $34.6K <0.01% +2 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 1,554 $31.5K 0.01% +13 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,410 $28.6K <0.01% 0 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 $7.04K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 334 $6.78K <0.01% +3 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 Crewe Advisors LLC More: the full row for Crewe Advisors LLC 30 $609 <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10 $208 <0.01% 0 13F-HR Timeline