GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 684,857 $63.3M 0.01% +36,073 13F-HR Timeline Group SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 393,803 $36.4M 19.11% +28,897 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 306,229 $28.3M 0.39% +50,415 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 266,343 $24.6M 0.05% +14,065 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 245,157 $22.7M <0.01% +22,333 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 141,685 $13.1M +1,540 Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 134,877 $12.5M 0.01% +3,803 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 117,210 $10.8M 0.7% -371 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 112,790 $10.4M 0.43% +25 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 101,562 $9.39M 2.18% -62 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 90,422 $8.36M 0.02% -600 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 89,840 $8.08M <0.01% -85,590 13F-HR/A Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 78,937 $7.36M 0.07% +1,826 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 73,075 $6.76M 0.01% +1,143 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/ 66,469 $6.15M <0.01% -7,981 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 66,431 $6.14M <0.01% -1,854 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 55,825 $5.16M <0.01% +33,008 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 50,665 $4.69M <0.01% +7,218 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 45,833 $4.24M +1,617 Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 42,482 $3.93M 0.26% -779 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 32,526 $3.01M 0.16% -93 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 30,129 $2.79M 0.04% +1,254 13F-HR Timeline Group Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 27,504 $2.54M 0.61% -183 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 26,110 $2.42M <0.01% -535 13F-HR Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 24,977 $2.31M 0.04% -312 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 24,047 $2.22M <0.01% -85 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 22,419 $2.07M <0.01% -9,023 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 21,245 $1.97M <0.01% -26 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 21,234 $1.96M <0.01% +4,000 13F-HR Timeline Group HEADINVEST, LLC More: the full row for HEADINVEST, LLC 14,679 $1.36M 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. 13,619 $1.26M <0.01% +210 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 13,613 $1.26M <0.01% +2,358 13F-HR Timeline Group Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 12,881 $1.19M 0.9% +25 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 11,900 $1.1M 0.57% +800 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 11,647 $1.08M 0.14% +1 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 11,325 $1.05M 0.97% 0 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 10,682 $988K 1.22% +2,104 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,659 $708K 0.01% -126 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 7,659 $708K 0.1% -126 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 7,600 $703K 0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 7,228 $669K 0.14% +1,039 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 7,043 $651K <0.01% +4,819 13F-HR Timeline Group Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 6,830 $632K 0.08% +200 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,463 $598K <0.01% new 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 6,387 $591K 0.02% 0 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 6,189 $572K 0.07% -40 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 6,156 $569K 0.11% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 5,454 $540K 0.07% +656 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 5,720 $529K 0.45% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 5,343 $494K 0.02% -837 13F-HR Timeline Group APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,888 $452K 0.03% -15 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 4,880 $451K 0.05% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 4,484 $415K <0.01% +3,003 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,404 $407K <0.01% +200 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,360 $403K 0.02% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 3,355 $310K 0.04% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,350 $310K 0.02% +9 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,350 $310K <0.01% +9 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,300 $305K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 3,201 $296K <0.01% +9 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,917 $270K <0.01% 0 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 $270K <0.01% 0 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,908 $269K 0.01% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 2,902 $268K 0.19% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,796 $259K 0.01% -400 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 2,705 $250K 0.03% -38 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,616 $242K <0.01% -329 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,533 $234K <0.01% +12 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 $224K 0.01% 0 13F-HR Timeline Group Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 2,403 $222K 0.07% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,323 $215K <0.01% +271 13F-HR Timeline Group Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,880 $190K 0.08% -565 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,637 $151K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,498 $140K 0.03% -488 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 984 $91K <0.01% new 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 701 $64.8K 0.04% -4 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 530 $49K 0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 500 $46.2K <0.01% new 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 417 $38.5K 0.02% +1 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 200 $18.5K <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 152 $14.1K <0.01% -1 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 123 $11.4K <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 $9.71K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 94 $9.65K <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 $9.16K <0.01% 0 13F-HR Timeline Group VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 52 $4.81K <0.01% 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 26 $2.42K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1 $93 <0.01% 0 13F-HR/A Timeline Group