GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 677,941 $72.3M 0.01% -6,916 13F-HR Timeline Group SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 391,112 $41.7M 19.61% -2,691 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 301,180 $32.1M 0.39% -5,049 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 275,103 $29.4M 0.05% +8,760 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 227,232 $24.2M <0.01% -17,925 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 166,178 $17.7M 0.01% +31,301 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 118,433 $12.6M 0.73% +1,223 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 112,115 $12M 0.44% -675 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 101,530 $10.8M 2.31% -32 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 93,140 $9.94M 0.02% +2,718 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 79,958 $8.53M 0.07% +1,021 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 79,107 $8.38M <0.01% -10,733 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 73,972 $7.89M 0.01% +897 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 65,645 $7M <0.01% -786 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 62,719 $6.69M <0.01% +12,054 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/ 62,651 $6.68M <0.01% -3,818 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 57,114 $6.09M <0.01% +1,289 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 43,413 $4.63M -2,420 Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 43,398 $4.63M 0.26% +916 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 39,989 $4.27M 0.22% +7,463 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 30,933 $3.3M <0.01% +8,514 13F-HR Timeline Group Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 28,486 $3.04M 0.66% +982 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 25,878 $2.76M 0.04% +901 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 25,146 $2.68M <0.01% -964 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 21,884 $2.33M <0.01% +650 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 21,302 $2.27M <0.01% +57 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 17,567 $1.87M <0.01% new 13F-HR Timeline Group Carson Advisory Inc. More: the full row for Carson Advisory Inc. 16,150 $1.72M 0.79% +4,250 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 15,876 $1.69M <0.01% -8,171 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 14,679 $1.57M 0.29% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 14,234 $1.52M <0.01% +615 13F-HR Timeline Group Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 12,981 $1.39M 0.94% +100 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,947 $1.38M <0.01% +6,484 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 12,520 $1.34M <0.01% -1,093 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 11,556 $1.23M 0.14% -91 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 11,325 $1.21M 1.03% 0 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 10,763 $1.15M 1.23% +81 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 10,350 $1.1M <0.01% new 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 10,133 $1.08M -131,552 Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 7,600 $811K 0.01% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,481 $798K 0.01% -178 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 7,353 $785K 0.07% +523 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 7,228 $771K 0.14% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 7,205 $769K 0.01% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 6,387 $681K 0.02% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 6,210 $663K 0.07% new 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 6,015 $638K 0.08% -174 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 5,951 $635K 0.07% +497 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 5,546 $592K 0.02% +203 13F-HR Timeline Group APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,888 $522K 0.03% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 4,880 $521K 0.05% 0 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 4,712 $503K 0.08% -1,444 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,389 $468K <0.01% -15 13F-HR/A Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,360 $465K 0.02% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 4,120 $440K 0.32% -1,600 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 4,030 $430K 0.05% +675 13F-HR Timeline DWM Financial Group, Inc. More: the full row for DWM Financial Group, Inc. 4,383 $424K 0.38% 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,300 $352K <0.01% 0 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,226 $344K 0.02% -124 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,226 $344K <0.01% -124 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,209 $342K <0.01% +8 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 3,006 $321K <0.01% new 13F-HR Timeline Group Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 2,916 $311K <0.01% 0 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,908 $310K 0.01% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 2,842 $303K 0.19% -60 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,796 $298K 0.01% 0 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 2,669 $285K 0.03% -36 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,605 $278K <0.01% -11 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,533 $270K <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,522 $269K <0.01% +199 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,420 $258K 0.01% 0 13F-HR Timeline Group Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 2,403 $256K 0.07% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,317 $247K <0.01% -600 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,135 $228K <0.01% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,125 $227K <0.01% -4,918 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 2,119 $226K <0.01% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 2,096 $224K 0.01% new 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 2,081 $222K 0.09% new 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 2,004 $214K 0.08% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,986 $212K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,980 $211K 0.04% +482 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,885 $200K 0.07% +5 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,639 $175K <0.01% +2 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 901 $96.1K <0.01% -83 13F-HR Timeline Group GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 530 $56.5K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 500 $53.3K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 152 $16.2K <0.01% 0 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 137 $14.7K <0.01% new 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 105 $11.2K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 99 $10.6K <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 94 $10K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 52 $5.55K <0.01% 0 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 26 $2.79K <0.01% 0 13F-HR Timeline