GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 648,784 $62.7M 0.01% -74,763 13F-HR/A Timeline Group SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 364,906 $35.3M 18.44% 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 255,814 $24.7M 0.35% -4,196 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 252,278 $24.4M 0.05% +6,138 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 222,824 $21.5M <0.01% +935 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 175,430 $17M <0.01% -3,249 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 140,145 $13.6M -4,793 Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 131,074 $12.7M 0.01% +1,813 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 117,581 $11.4M 0.71% -2,717 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 112,765 $10.9M 0.45% -1,100 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 101,624 $9.83M 2.32% -1,013 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 91,022 $8.8M 0.02% +3,218 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 77,111 $7.46M 0.08% +68,164 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/ 74,450 $7.2M <0.01% +1,772 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 71,932 $6.96M 0.01% -457 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 68,285 $6.6M <0.01% -6,109 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 44,216 $4.28M <0.01% +573 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 43,447 $4.2M <0.01% +1,025 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 43,261 $4.18M 0.28% +743 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 39,784 $3.85M 0.01% new 13F-HR Timeline Group Jordan Park Group LLC More: the full row for Jordan Park Group LLC 32,619 $3.15M 0.18% -1,312 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 31,442 $3.04M <0.01% -104 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 28,875 $2.79M 0.04% +2,376 13F-HR Timeline Group Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 27,687 $2.68M 0.65% +1,557 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 26,645 $2.58M <0.01% +1,470 13F-HR/A Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 25,289 $2.45M 0.04% +1,298 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 24,132 $2.33M <0.01% -159 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 22,817 $2.21M <0.01% -230 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 21,271 $2.06M <0.01% -146 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 17,234 $1.67M <0.01% +1,425 13F-HR Timeline Group HEADINVEST, LLC More: the full row for HEADINVEST, LLC 14,679 $1.42M 0.28% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 13,409 $1.3M <0.01% +1,462 13F-HR/A Timeline Group Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 12,856 $1.24M 1% -10 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 11,646 $1.13M 0.16% +107 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 11,325 $1.1M 1.03% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 11,255 $1.09M <0.01% -10 13F-HR Timeline Group Carson Advisory Inc. More: the full row for Carson Advisory Inc. 11,100 $1.07M 0.56% 0 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 8,578 $829K 1% 0 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 7,785 $753K 0.1% -154 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,785 $753K 0.01% -154 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 7,600 $735K 0.01% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 7,205 $697K 0.01% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 6,630 $641K 0.08% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 6,387 $618K 0.01% new 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 6,229 $602K 0.08% -428 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 6,189 $598K 0.13% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 6,180 $598K +33 Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 6,156 $595K 0.11% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 5,720 $553K 0.44% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 5,374 $520K <0.01% +95 13F-HR Timeline Group APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,903 $474K 0.03% +775 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 4,880 $472K 0.05% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,798 $464K 0.09% +196 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,360 $422K 0.02% -414 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,204 $407K <0.01% 0 13F-HR/A Timeline Group HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 3,355 $324K 0.04% +790 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,341 $323K 0.02% +9 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,341 $323K <0.01% -97 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,300 $319K <0.01% 0 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,196 $309K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,192 $309K <0.01% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,945 $285K <0.01% -248 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,917 $282K <0.01% -460 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 $282K <0.01% new 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,908 $281K 0.01% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 2,902 $281K 0.21% 0 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 2,743 $265K 0.03% -267 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,521 $244K <0.01% +21 13F-HR Timeline Group Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 2,445 $240K 0.09% 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,420 $234K 0.01% new 13F-HR Timeline Group Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 2,403 $232K 0.07% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,349 $227K <0.01% -25 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 2,269 $219K 0.09% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,224 $215K <0.01% new 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 2,179 $211K <0.01% 0 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 2,070 $200K 0.1% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,052 $198K <0.01% -249 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,986 $192K 0.06% +3 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,637 $158K <0.01% +2 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 1,481 $143K <0.01% new 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 955 $92.3K <0.01% 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 500 $48.3K <0.01% 0 13F-HR Timeline Group Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 416 $40.2K 0.02% -4 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 705 $35.2K 0.01% -13 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 153 $14.8K <0.01% +133 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 119 $12K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 123 $11.9K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 105 $10.2K <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 $9.57K <0.01% 0 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 95 $9.16K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 94 $9.09K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 26 $2.53K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 11 $1.06K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1 $97 <0.01% 0 13F-HR Timeline Group