GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 719,956 $63.3M 0.01% -12,235 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 253,481 $22.3M 0.34% +19,720 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 238,088 $20.9M 0.04% +75,141 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 221,179 $19.4M <0.01% +323 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 185,212 $16.3M <0.01% -39,253 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 159,009 $14M -33,801 Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 125,638 $11M 0.01% +4,379 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 117,329 $10.3M 0.67% +13,082 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 117,035 $10.3M 0.46% -553 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 104,879 $9.22M 2.3% -6,020 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 82,285 $7.24M 0.02% +3,892 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 75,780 $6.66M 0.01% -2,396 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/ 73,725 $6.48M <0.01% -1,560 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 70,485 $6.2M 0.01% -1,717 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 51,924 $4.57M -484 Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 42,290 $3.72M 0.27% +309 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 38,511 $3.39M 0.01% new 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 38,092 $3.35M <0.01% +28,471 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 30,623 $2.69M <0.01% +4,325 13F-HR/A Timeline Group Money Design Co.,Ltd. More: the full row for Money Design Co.,Ltd. 29,617 $2.6M 0.12% -2,445 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 26,120 $2.3M 0.04% +3,458 13F-HR Timeline Group Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 24,661 $2.17M 0.57% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 24,323 $2.14M <0.01% +1,754 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 24,304 $2.14M 0.04% -5,541 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 23,741 $2.09M <0.01% -3,617 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 23,686 $2.08M <0.01% -23,775 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 22,026 $1.94M <0.01% +1,085 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 22,015 $1.94M <0.01% +673 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 19,523 $1.72M <0.01% +80 13F-HR/A Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 14,769 $1.3M <0.01% +315 13F-HR Timeline Group HEADINVEST, LLC More: the full row for HEADINVEST, LLC 14,679 $1.29M 0.27% 0 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 12,831 $1.16M 1.09% +105 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 11,825 $1.04M 1.11% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 11,464 $1.01M 0.1% +1 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 11,300 $994K 0.63% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 11,212 $986K <0.01% +397 13F-HR Timeline Group Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 10,006 $880K 1.08% -441 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 9,862 $867K 0.14% -542 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,944 $786K 0.02% +7,318 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 8,217 $718K 0.1% -2,514 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,142 $716K 0.01% -2,589 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 7,600 $668K <0.01% -254 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 7,028 $618K 0.09% -381 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 6,364 $560K +94 Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 6,156 $541K 0.11% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 5,780 $508K <0.01% -5 13F-HR Timeline Group Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 5,720 $503K 0.38% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 5,474 $481K 0.01% -27,981 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,953 $435K 0.03% -35 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 4,880 $429K 0.05% +710 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,774 $420K 0.02% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 4,590 $404K <0.01% new 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,316 $379K <0.01% new 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,308 $379K <0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,109 $361K <0.01% 0 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,079 $359K <0.01% +70 13F-HR/A Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,032 $355K 0.08% +578 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 3,795 $334K 0.11% new 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 3,498 $308K 0.04% -460 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,406 $299K <0.01% +67 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,406 $299K 0.02% +67 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,381 $297K <0.01% +243 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,231 $293K 0.01% +3 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,300 $290K 0.02% 0 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 3,189 $280K <0.01% -3,357 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,100 $273K <0.01% 0 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,908 $256K 0.01% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 2,902 $255K 0.21% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,565 $226K 0.03% 0 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 2,554 $225K 0.09% -92 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,496 $219K <0.01% new 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,374 $209K <0.01% -423 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,354 $207K <0.01% -99 13F-HR Timeline Group KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 2,302 $202K 0.09% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,292 $202K 0.02% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,635 $144K <0.01% -416 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,202 $106K 0.04% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 842 $74K 0.05% -11 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 $44K <0.01% 0 13F-HR Timeline Group Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 419 $36.9K 0.02% +1 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 123 $10.8K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 119 $10K <0.01% -60 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 105 $9.23K <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 $8.71K <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 94 $8.27K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 26 $2.3K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 20 $1.76K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1 $88 <0.01% new 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.