GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 723,547 $67.9M 0.01% +3,591 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 260,010 $24.4M 0.34% +6,529 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 246,140 $23.1M 0.05% +8,052 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 221,889 $20.8M <0.01% +710 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 178,679 $16.8M <0.01% -6,533 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 144,938 $13.6M -14,071 Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 129,261 $12.1M 0.01% +3,623 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 120,298 $11.3M 0.68% +2,969 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 113,865 $10.7M 0.45% -3,170 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 102,637 $9.63M 2.28% -2,242 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 87,804 $8.24M 0.02% +5,519 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 74,394 $6.98M 0.01% -1,386 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/ 72,678 $6.82M <0.01% -1,047 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 72,389 $6.79M 0.01% +1,904 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 43,643 $4.09M -8,281 Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 42,518 $3.99M 0.27% +228 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 42,422 $3.98M <0.01% +4,330 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 33,931 $3.18M 0.18% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 31,546 $2.96M <0.01% +923 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 26,499 $2.49M 0.04% +379 13F-HR Timeline Group Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 26,130 $2.45M 0.61% +1,469 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 25,175 $2.36M <0.01% +3,149 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 24,291 $2.28M <0.01% -32 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 23,991 $2.25M 0.04% -313 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 23,047 $2.16M <0.01% +1,032 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 21,417 $2.01M <0.01% +1,894 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 15,809 $1.48M <0.01% +1,040 13F-HR Timeline Group HEADINVEST, LLC More: the full row for HEADINVEST, LLC 14,679 $1.38M 0.28% 0 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 12,866 $1.21M 1.03% +35 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 11,947 $1.12M <0.01% new 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 11,539 $1.08M 0.17% +1,677 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 11,325 $1.06M 1.04% -500 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 11,265 $1.06M <0.01% +53 13F-HR Timeline Group Carson Advisory Inc. More: the full row for Carson Advisory Inc. 11,100 $1.04M 0.56% -200 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,947 $839K 0.01% +3 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 8,578 $805K 0.96% -1,428 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 7,939 $745K 0.09% -278 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,939 $745K 0.01% -203 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 7,600 $713K <0.01% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 7,205 $660K 0.02% 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 6,657 $624K 0.09% -371 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 6,189 $581K 0.13% new 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 6,156 $577K 0.11% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 6,147 $577K -217 Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 5,720 $537K 0.4% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 5,279 $495K <0.01% -501 13F-HR Timeline Group Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 4,880 $458K 0.05% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,774 $448K 0.02% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,602 $432K 0.09% +570 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,308 $404K <0.01% 0 13F-HR/A Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,204 $394K <0.01% +125 13F-HR Timeline Group APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,128 $387K 0.03% -825 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,438 $322K <0.01% +32 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,377 $317K <0.01% -732 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,332 $313K 0.02% -74 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,300 $310K <0.01% +200 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,196 $303K 0.01% -35 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,193 $299K <0.01% -188 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 3,010 $282K 0.04% -488 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,908 $273K 0.01% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 2,902 $272K 0.2% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,565 $241K 0.03% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,500 $234K <0.01% +4 13F-HR Timeline Group Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 2,403 $225K 0.08% -151 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,374 $223K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,301 $216K <0.01% -53 13F-HR Timeline Group KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 2,269 $213K 0.09% -33 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,251 $211K 0.01% -41 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 2,179 $204K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,983 $186K 0.06% +781 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,635 $153K <0.01% 0 13F-HR/A Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 955 $89.6K <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 718 $67.3K 0.04% -124 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 $46.9K <0.01% 0 13F-HR Timeline Group Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 420 $39.4K 0.02% +1 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 123 $11.5K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 119 $11K <0.01% 0 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 105 $9.85K <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 $9.29K <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 94 $8.82K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 26 $2.46K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 20 $1.88K <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 $94 <0.01% 0 13F-HR Timeline Group