Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 16,531,590 $654M 2.2% +1,159,566 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 5,894,714 $233M 0.04% -175,378 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,454,712 $57.5M -906,346 Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,356,646 $53.7M 0.45% -27,387 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,310,823 $51.9M 0.89% +54,463 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 818,288 $32.4M <0.01% -131,307 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 743,464 $29.4M <0.01% -65,421 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 700,294 $27.7M 0.02% +64,506 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 667,368 $26.4M 0.07% +41,137 13F-HR Timeline Group LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 660,945 $26.1M 0.84% +59,192 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 652,098 $25.8M <0.01% -56,258 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 634,434 $25.1M 0.04% -12,061 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 534,261 $21.1M 0.05% -22,718 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 526,457 $20.8M 0.02% -21,616 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 496,707 $19.6M 0.07% -2,039 13F-HR Timeline Group Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 408,103 $16.1M 1.74% -13,762 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 370,524 $14.7M 3.86% -549 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 360,716 $14.3M 0.6% +11,440 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 328,136 $13M 0.35% +24,240 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 257,911 $10.2M 0.59% +14,737 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 223,487 $9.76M 0.03% +15,441 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 207,416 $8.21M 0.28% -20,089 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 200,273 $7.92M <0.01% -101,986 13F-HR Timeline Group Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 198,721 $7.86M 3.66% +145,780 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 187,125 $7.4M 1.41% +3,525 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 171,317 $6.78M 0.02% -3,755 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 168,590 $6.67M 2.88% 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 163,918 $6.48M 0.38% +17,484 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 160,869 $6.36M <0.01% -4,921 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 157,734 $6.24M 0.1% +297 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 156,055 $6.17M 0.32% +2,911 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 149,390 $5.91M <0.01% +11,075 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 142,321 $5.63M 0.05% +3,130 13F-HR Timeline Group Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 137,674 $5.45M 0.85% +7,577 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 130,837 $5.18M <0.01% +17,481 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 124,323 $4.92M 0.12% -9,050 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 119,464 $4.73M 0.58% -6,004 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 118,257 $4.68M 0.01% -32,198 13F-HR Timeline Group Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 116,005 $4.59M 2.53% +9,494 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 114,959 $4.55M 4.92% +9,197 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 113,446 $4.49M 3.06% +6,926 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 110,470 $4.37M 3.74% +1,898 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 104,082 $4.12M 0.04% new 13F-HR/A Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 102,315 $4.05M 0.06% -6,671 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 99,922 $3.95M 0.15% -5,364 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 96,498 $3.79M 0.79% +2,248 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 94,387 $3.73M 0.14% +7,883 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 92,425 $3.66M 0.01% -565 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 90,355 $3.57M 1.15% +17,632 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 88,889 $3.52M 1.44% +3,022 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 88,250 $3.49M 0.04% +18,544 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 85,104 $3.37M +18,135 Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 83,741 $3.31M 2.34% +1,803 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 82,850 $3.28M 0.52% -3,695 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 80,751 $3.19M 0.08% +2,400 13F-HR Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 77,899 $3.09M -7,260 Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 77,837 $3.08M <0.01% +23,002 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 71,906 $2.84M 0.05% -843,163 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 71,568 $2.83M 2.33% 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 70,523 $2.79M 0.17% -2,531 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. 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More: the full row for LifePlan Investment Advisors, Inc. 64,896 $2.57M 1.59% -404 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 64,745 $2.56M <0.01% -6,827 13F-HR Timeline Group Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 64,199 $2.54M 0.79% +3,902 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 59,565 $2.36M <0.01% -14,888 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 55,827 $2.21M 0.01% +3,071 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 55,688 $2.2M 0.22% -595 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 54,793 $2.17M 0.01% -1,110 13F-HR Timeline Bear Mountain Capital, Inc. 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More: the full row for Prosperity Planning, Inc. 41,660 $1.65M 0.53% +856 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 40,022 $1.58M 0.15% 0 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 39,843 $1.58M 0.32% -1,407 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 38,190 $1.51M 0.01% +2,128 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 35,550 $1.41M 0.04% +12,111 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 34,437 $1.36M <0.01% +1,814 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 34,074 $1.35M <0.01% -1,517 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 33,663 $1.33M 0.22% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 33,115 $1.31M 0.05% +1,917 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 32,785 $1.3M 0.29% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 32,596 $1.29M <0.01% +10,096 13F-HR/A Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 31,612 $1.28M 0.59% -1,278 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 32,015 $1.27M 0.9% -26,170 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 31,961 $1.26M 0.85% +2,122 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 31,328 $1.24M 0.25% -827 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 30,258 $1.2M <0.01% -591 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 30,186 $1.19M 0.07% +18,415 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 29,808 $1.18M 0.01% -217 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 29,682 $1.17M <0.01% -11,498 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 29,228 $1.16M 0.1% -1,295 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 28,503 $1.13M 0.38% -27 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 27,480 $1.09M 0.38% +416 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 27,340 $1.08M 0.59% +1,398 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 27,338 $1.08M 0.55% +20,467 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 27,184 $1.07M 0.06% -481 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 26,914 $1.06M <0.01% -110 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 25,679 $1.02M <0.01% +2,179 13F-HR Timeline Group Verde Capital Management More: the full row for Verde Capital Management 25,601 $1.01M 0.29% +2,832 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 24,933 $987K <0.01% -14,307 13F-HR Timeline Group Unison Advisors LLC More: the full row for Unison Advisors LLC 24,685 $977K 0.12% +45 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 24,524 $970K <0.01% +144 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 23,843 $943K 0.01% -1,355 13F-HR Timeline Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 23,523 $931K 0.04% -89,878 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 23,472 $929K 0.04% -920 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 23,356 $924K 0.39% +1,215 13F-HR/A Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 22,555 $892K 0.81% -2,781 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 22,523 $891K <0.01% 13F-HR/A Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 22,500 $890K 0.07% +1,502 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 21,767 $861K 0.01% -5,879 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 20,881 $826K 0.12% -1,713 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 20,795 $823K 0.04% +2,200 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 20,611 $815K 0.27% 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 20,173 $798K 0.09% -5,515 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 20,045 $793K 0.1% -12,194 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 20,012 $792K 0.06% +980 13F-HR Timeline KRAFT ASSET MANAGEMENT, LLC More: the full row for KRAFT ASSET MANAGEMENT, LLC 20,146 $787K 0.61% -2,952 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 19,497 $771K 0.78% 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 18,977 $751K 0.02% +8,928 13F-HR/A Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 18,945 $749K 0.01% -2,780 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 18,663 $738K 0.25% +1,977 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 18,522 $733K 0.46% -6,743 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 18,331 $725K 0.02% 0 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 18,300 $724K 0.08% 0 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 18,075 $715K 0.33% 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 17,817 $705K 0.04% +1,351 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 16,715 $661K 0.07% +722 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 16,300 $645K <0.01% -28,100 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 16,103 $637K 0.05% -113 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 15,832 $626K 0.58% -1,984 13F-HR/A Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 15,405 $609K 0.02% -275 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 15,148 $599K 0.03% +2,728 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 14,925 $590K 0.02% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 14,625 $579K 0.01% -8,974 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 14,286 $565K 0.06% +256 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 13,964 $552K 0.01% -1,584 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 13,912 $550K 0.06% 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 13,892 $550K 0.21% 0 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 13,605 $538K 0.18% -138 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 13,310 $527K 0.78% 13F-HR/A Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 13,025 $515K 0.17% -2,935 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 12,842 $508K <0.01% -23,833 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 12,809 $507K 0.18% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 12,800 $506K 0.09% -3,000 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 12,799 $506K 0.31% +2,906 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 12,295 $486K <0.01% +4,252 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 12,075 $478K 0.03% +167 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 12,030 $476K 0.46% 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 11,713 $463K <0.01% -107 13F-HR/A Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 11,614 $459K 0.36% -15,841 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 $451K 0.11% -1,500 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 11,374 $450K 0.01% 13F-HR/A Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 11,340 $449K <0.01% -164 13F-HR/A Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 11,211 $444K 0.23% +72 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 10,981 $434K 0.12% -962 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,223 $400K 0.01% -1,124 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 10,049 $398K 0.37% 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 9,892 $391K 0.23% new 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 9,662 $382K 0.41% 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,527 $377K <0.01% -2,170 13F-HR Timeline Group Horizons Wealth Management More: the full row for Horizons Wealth Management 9,499 $376K 0.29% -1,021 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 9,213 $364K 0.01% -28,198 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,206 $364K 0.01% -2,528 13F-HR Timeline Group Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 9,019 $357K 0.17% new 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 8,568 $339K 0.08% 0 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 8,332 $330K <0.01% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,134 $322K 0.01% -467 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 7,424 $294K 0.03% -1,126 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 7,407 $293K 0.05% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 7,347 $291K <0.01% +2,433 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 7,149 $283K 0.31% 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 7,099 $281K 0.01% -7,916 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 6,991 $277K 0.02% -100 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 5,667 $266K 0.19% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 6,681 $264K 0.07% -628 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 6,647 $263K 0.05% +325 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 6,610 $262K 0.18% -1,034 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,568 $260K <0.01% -8,066 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 6,395 $253K 0.18% +33 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,354 $251K 0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 6,284 $249K 0.11% +1,444 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 6,200 $245K 0.02% +300 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 6,175 $244K <0.01% -99 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,173 $244K <0.01% +845 13F-HR Timeline Group ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 6,094 $241K 0.05% -1,237 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 6,100 $241K <0.01% 0 13F-HR Timeline Jordan Park Trust Co LLC More: the full row for Jordan Park Trust Co LLC 5,963 $236K 0.2% 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 5,755 $233K 0.12% +371 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,825 $230K 0.02% -185 13F-HR Timeline