Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 15,483,969 $694M 1.66% +911,504 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 4,856,956 $218M 0.03% -200,982 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,581,111 $70.9M 0.87% +116 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 885,524 $39.7M -28,461 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 847,958 $38M 0.02% +82,197 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 794,529 $35.6M 0.06% +21,511 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 738,255 $33.1M <0.01% -54,278 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 717,752 $32.2M 0.18% -34,710 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/ 643,510 $28.9M <0.01% -92,969 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 597,439 $26.8M 0.02% -15,173 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 556,084 $24.9M 0.07% +100,437 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 553,397 $24.8M 0.01% -47,933 13F-HR Timeline Group MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 511,167 $22.9M 4.15% +28,184 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 500,022 $22.4M 0.33% +46,789 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 449,635 $20.2M 0.64% +16,705 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 446,505 $20M 2.82% +21,450 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 378,349 $17M 0.02% -235,035 13F-HR/A Timeline Group Savant Capital, LLC More: the full row for Savant Capital, LLC 341,168 $15.7M 0.05% +314,725 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 321,678 $14.4M <0.01% +132,734 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 311,244 $14M +86,402 Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 300,032 $13.5M 0.01% +53,277 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 258,283 $11.6M 0.02% +73 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 237,574 $10.7M 2.84% +10,174 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 216,172 $9.7M 1.97% +11,444 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 216,035 $9.69M 0.61% -4,500 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 211,317 $9.48M 0.23% +2,316 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 193,537 $8.68M <0.01% +27,919 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 179,539 $8.05M <0.01% +5,382 13F-HR Timeline Mason Investment Advisory Services, Inc. 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More: the full row for Asset Management One Co., Ltd. 134,610 $6.04M 0.02% +8,270 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 133,585 $5.99M <0.01% +7,345 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 132,230 $5.93M 0.01% -13,028 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 128,421 $5.76M 0.15% +4,458 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 125,818 $5.64M <0.01% -421 13F-HR Timeline Group Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 120,572 $5.41M 1.22% +5,201 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 119,962 $5.38M 1.79% +1,755 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 117,463 $5.26M 0.88% +14,251 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 116,387 $5.22M <0.01% +394 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 115,681 $5.19M 2.71% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 113,890 $5.11M <0.01% -4,978 13F-HR Timeline Group Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 108,849 $4.88M 1.2% -1,831 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 108,197 $4.85M 0.73% +43,042 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 107,792 $4.83M 2.38% +3,361 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 105,409 $4.73M -72,083 Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 105,223 $4.72M 1.3% +72,056 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 104,657 $4.69M 0.97% +7,308 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 103,135 $4.63M 2.56% +105 13F-HR Timeline ARVEST INVESTMENTS, INC. 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More: the full row for LifePlan Investment Advisors, Inc. 71,578 $3.21M 1.11% +322 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 71,416 $3.2M 1.71% +2,405 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 69,091 $3.1M 0.99% 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 68,569 $3.08M 1.31% +8,317 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 63,929 $2.93M 2.51% -2,589 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 63,335 $2.84M <0.01% -15,198 13F-HR Timeline Group AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 61,363 $2.75M 0.22% -16,099 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 60,243 $2.7M 0.31% +6,450 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 59,999 $2.69M 0.87% -2,414 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 57,799 $2.59M <0.01% -3,219 13F-HR Timeline Group Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 57,548 $2.58M 1.71% +1,683 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 56,268 $2.52M 0.83% +50,210 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 54,877 $2.46M 0.01% +1,891 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 53,202 $2.39M 0.2% -5,174 13F-HR Timeline Group Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 52,396 $2.38M 0.69% +1,317 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 50,000 $2.24M <0.01% 0 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 49,656 $2.23M 0.01% -312 13F-HR Timeline Prosperity Planning, Inc. 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More: the full row for Decker Retirement Planning Inc. 40,966 $1.84M 0.63% +9,195 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 40,507 $1.82M 0.03% -639 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 40,400 $1.81M 0.04% +382 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 40,022 $1.79M 0.16% 0 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 39,929 $1.79M 0.38% +1,227 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 37,734 $1.69M 0.61% +2,457 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 37,243 $1.67M 0.64% -3,303 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 37,072 $1.66M 0.13% -1,126 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 37,055 $1.66M 0.2% 0 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 36,435 $1.63M 0.28% 0 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 36,107 $1.62M 0.41% +2,519 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 34,405 $1.54M 0.29% +1,263 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 33,995 $1.52M <0.01% -4,469 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 33,542 $1.5M <0.01% -884 13F-HR Timeline Group Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 33,153 $1.49M 1.01% +993 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 32,846 $1.47M +165 Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 31,319 $1.4M 0.01% -2,092 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 31,128 $1.4M 0.62% 0 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 30,184 $1.35M 0.52% +954 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 29,505 $1.32M 0.27% -37,625 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 29,335 $1.32M 0.2% -397 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 28,514 $1.28M <0.01% +386 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 27,451 $1.23M <0.01% -879 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 27,369 $1.23M 0.04% -767 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 27,000 $1.21M 0.2% -1,370 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 26,537 $1.19M 0.19% +381 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 25,930 $1.16M 0.06% +496 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 25,930 $1.16M 0.01% +496 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 25,274 $1.13M 0.06% -1,919 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 25,120 $1.13M 0.01% +20,452 13F-HR Timeline Group Hazelview Securities Inc. More: the full row for Hazelview Securities Inc. 24,700 $1.12M 0.16% new 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 24,317 $1.09M 0.33% -741 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 24,194 $1.08M <0.01% -3 13F-HR/A Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 24,150 $1.08M 0.54% -200 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 24,054 $1.08M 0.08% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 22,750 $1.02M <0.01% -235 13F-HR Timeline Group William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 22,558 $1.01M 0.79% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 22,544 $1.01M <0.01% +3,668 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 22,479 $1.01M 0.05% +5,043 13F-HR Timeline Nest Investments, LLC More: the full row for Nest Investments, LLC 22,244 $998K 0.76% +354 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 21,820 $979K 0.01% -56,611 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 21,288 $955K 0.33% -3,713 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 19,941 $908K <0.01% -6,894 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 15,648 $875K 0.65% -3,857 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 19,426 $871K <0.01% -172,216 13F-HR Timeline Group Slow Capital, Inc. More: the full row for Slow Capital, Inc. 19,294 $865K 0.1% +451 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 19,300 $864K 0.53% +14,785 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 19,052 $854K 0.59% +504 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 18,880 $847K 0.09% +30 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 18,860 $846K 0.02% +10,347 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 16,866 $756K 0.02% -579 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 16,753 $751K 0.01% +1,721 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 16,342 $745K 0.26% +3,452 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 16,416 $742K 0.8% +4,070 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 15,800 $709K 0.06% -36,913 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 15,612 $700K 0.02% -58 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 15,468 $694K 0.07% +1,545 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 15,233 $683K <0.01% new 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 15,155 $680K 0.05% -180 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 13,956 $626K <0.01% -2,183 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 13,888 $623K <0.01% new 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 13,815 $620K 0.09% -6,820 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 13,472 $604K 0.03% +76 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 13,460 $604K 0.39% +4,800 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 13,372 $600K 0.69% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 14,303 $597K 0.07% +1,578 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 13,237 $594K <0.01% +1,093 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 13,203 $592K 0.01% -1,061 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 13,050 $585K 0.07% new 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 12,967 $581K <0.01% +748 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 12,538 $562K <0.01% +121 13F-HR Timeline Group Family CFO Inc More: the full row for Family CFO Inc 12,079 $542K 0.21% 0 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 11,904 $534K 0.1% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 11,565 $519K <0.01% new 13F-HR Timeline Group Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 11,558 $518K 0.42% +720 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 11,500 $516K 0.03% +2,984 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 11,499 $516K <0.01% +4,545 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 11,400 $511K 0.1% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 11,378 $510K <0.01% new 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 11,374 $510K 0.01% 0 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 11,337 $508K 0.21% -815 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 11,257 $505K 0.02% 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 11,205 $503K 0.12% 0 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 11,188 $502K 0.13% -303 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 11,064 $496K 0.05% +3,802 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 10,875 $488K 0.31% +325 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 10,738 $482K <0.01% -298 13F-HR Timeline BAILARD, INC. 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