GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 707,284 $58.8M 0.01% -2,695 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 225,345 $18.7M <0.01% -21,767 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 216,980 $18M <0.01% +2,298 13F-HR/A Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 213,969 $17.8M 0.3% +6,939 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 195,745 $16.3M -14,632 Timeline Betterment LLC More: the full row for Betterment LLC 142,776 $11.9M 0.03% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 117,538 $9.77M 0.48% -4,396 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 113,647 $9.45M 0.01% -9,422 13F-HR Timeline Group White Pine Investment CO More: the full row for White Pine Investment CO 108,802 $9.04M 2.44% +3,245 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 96,715 $8.04M 0.55% +15,087 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 81,077 $6.74M 0.01% -3,994 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 80,244 $6.67M <0.01% -1,973 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 75,968 $6.32M 0.02% +1,573 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 61,461 $5.11M 0.01% -2,382 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 50,343 $4.19M <0.01% +1,237 13F-HR Timeline Group SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 41,045 $3.41M 0.27% -65 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 34,981 $2.91M 0.01% new 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 34,436 $2.86M 0.03% -2,099 13F-HR Timeline Money Design Co.,Ltd. More: the full row for Money Design Co.,Ltd. 33,351 $2.79M 0.14% -8,521 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 31,504 $2.62M 0.05% +524 13F-HR Timeline Group Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 26,594 $2.21M 0.6% +417 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 22,662 $1.88M 0.04% +2,029 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 22,526 $1.87M <0.01% +1,116 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 21,390 $1.78M <0.01% -3,364 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 21,175 $1.76M <0.01% +463 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 19,286 $1.6M <0.01% +80 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 18,180 $1.51M <0.01% +846 13F-HR Timeline Group Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 14,220 $1.18M 0.75% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 13,975 $1.16M <0.01% +8,906 13F-HR Timeline Group Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 12,687 $1.05M 1.13% 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 12,678 $1.05M <0.01% +2,846 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 12,509 $1.04M 0.2% new 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 11,825 $983K 1.14% 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 11,500 $956K 0.66% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 11,462 $953K 0.11% -167 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,928 $908K <0.01% +4,822 13F-HR Timeline Group SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 10,700 $890K 0.14% -692 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,700 $890K 0.01% -692 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 10,625 $883K <0.01% 13F-HR/A Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 10,620 $883K <0.01% new 13F-HR Timeline Group Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 10,524 $875K 1.41% -619 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 10,120 $841K <0.01% +1,260 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 9,639 $801K 0.14% +97 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 8,579 $713K 0.09% -2,100 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 6,829 $568K <0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 6,751 $561K 0.02% -87 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 6,532 $543K <0.01% +13 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 6,079 $505K 0.08% 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 5,788 $481K <0.01% +217 13F-HR Timeline Group APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 5,703 $474K 0.04% -25 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,069 $421K <0.01% +30 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,774 $397K 0.02% 0 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 4,309 $358K 0.05% -410 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 4,170 $347K 0.04% -50 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,109 $342K <0.01% 0 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,750 $312K 0.03% new 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,599 $299K <0.01% new 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,352 $279K <0.01% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,352 $279K 0.03% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,228 $272K 0.01% -1,106 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,250 $270K <0.01% +4 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,100 $258K <0.01% 0 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,908 $242K 0.01% +160 13F-HR/A Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 2,902 $241K 0.21% 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,839 $236K <0.01% -390 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 2,687 $223K 0.08% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,150 $179K 0.01% -204 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,904 $158K <0.01% +195 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,623 $135K <0.01% +4 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 860 $71.5K 0.05% -886 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 500 $41.9K <0.01% 0 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 431 $35.8K <0.01% new 13F-HR/A Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 270 $22.1K 0.01% -82 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 166 $13.8K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 123 $10.2K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 119 $10K <0.01% 0 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 105 $8.73K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 104 $8.65K <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 $8.23K <0.01% new 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 94 $7.82K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 26 $2.18K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 20 $1.66K <0.01% 0 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.