Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,885,672 $56.2M 5.13% +81,132 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 579,447 $11.3M 2.79% +37,547 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 528,106 $10.3M <0.01% +19,191 13F-HR Timeline Group Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 349,830 $6.81M +28,850 Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 250,068 $4.87M 0.07% +8,107 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 242,945 $4.73M 0.08% -172,782 13F-HR/A Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 182,844 $3.56M 1.38% 13F-HR/A Timeline Envestnet Portfolio Solutions, Inc. in group ENVESTNET ASSET MANAGEMENT INC More: the full row for Envestnet Portfolio Solutions, Inc. 168,389 $3.28M 0.02% +6,966 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 139,067 $2.71M 1.17% +5,252 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 131,430 $2.56M 0.32% +7,086 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 121,592 $2.37M 1.08% +5,776 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 95,585 $1.86M 0.05% +6,877 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 83,359 $1.62M <0.01% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 82,983 $1.62M <0.01% new 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 81,500 $1.59M <0.01% 0 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 73,603 $1.43M 0.02% +1,579 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 72,900 $1.42M 0.03% new 13F-HR/A Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 64,563 $1.26M <0.01% new 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 62,173 $1.21M 0.12% -2,494 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 60,757 $1.18M 0.06% -270 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 59,847 $1.17M <0.01% +27,649 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 56,063 $1.09M 0.58% -762 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 51,047 $995K 0.13% +11,662 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 49,570 $966K 0.01% new 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 48,758 $950K 0.13% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 35,990 $701K <0.01% 0 13F-HR Timeline Group Parkside Investments, LLC More: the full row for Parkside Investments, LLC 28,594 $557K 0.07% +10,984 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 26,812 $523K <0.01% -4,446 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 24,224 $472K 0.02% new 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 23,500 $458K 0.2% -23,809 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 20,765 $405K <0.01% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 18,029 $351K <0.01% +239 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 15,010 $293K 0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 13,000 $253K 0.08% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 12,591 $245K 0.03% +340 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 11,039 $215K <0.01% -10,203 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,907 $213K <0.01% new 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 10,186 $199K 0.07% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,085 $138K <0.01% +1,924 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 6,784 $132K <0.01% -30,736 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,622 $126K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,066 $40.3K <0.01% +2 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,705 $33.4K <0.01% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 1,554 $30.3K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,410 $27.5K <0.01% 0 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,000 $19.5K <0.01% 0 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 347 $6.76K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 334 $6.51K <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 $2.03K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 30 $585 <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10 $197 <0.01% 0 13F-HR Timeline Verus Advisory, Inc. More: the full row for Verus Advisory, Inc. 0 $1 12.5% -24,224 13F-HR Timeline Amount filed as zero, left out of ratios.