Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 16,737,874 $677M 2.21% +206,284 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 5,711,673 $231M 0.04% -183,041 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,450,144 $58.7M -4,568 Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,427,084 $57.7M 1% +116,261 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,348,763 $54.6M 0.47% -7,883 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 817,427 $33.1M 0.05% +182,993 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 815,959 $33M <0.01% -2,329 13F-HR Timeline Group LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 680,844 $27.5M 0.89% +19,899 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 679,011 $27.5M 0.03% -21,283 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 659,177 $26.7M 0.07% -8,191 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/ 655,762 $26.5M <0.01% -87,702 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 536,177 $21.7M 0.02% +9,720 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 497,185 $20.1M 0.07% +478 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 477,280 $19.3M <0.01% -174,818 13F-HR/A Timeline Group MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 403,826 $16.3M 4.04% +33,302 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 363,710 $14.7M 0.64% +2,994 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 362,643 $14.7M 1.5% -45,460 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 352,859 $14.3M 0.37% +24,723 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 189,248 $11.5M 0.06% new 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 234,918 $9.5M 0.63% -22,993 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 209,000 $8.46M 1.59% +21,875 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 197,720 $8M 0.27% -9,696 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 193,844 $7.84M <0.01% -6,429 13F-HR Timeline Group Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 183,487 $7.42M 3.16% +14,897 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 180,111 $7.29M 0.02% +8,794 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 169,804 $6.87M 0.41% +5,886 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 166,425 $6.73M 0.1% +8,691 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 156,625 $6.34M 0.16% +32,302 13F-HR/A Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 152,986 $6.19M 0.33% -3,069 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 150,887 $6.1M <0.01% +1,497 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 146,405 $5.92M 0.69% +26,941 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 139,142 $5.63M 0.86% +1,468 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 138,593 $5.61M 0.05% -3,728 13F-HR Timeline Group 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 137,538 $5.56M <0.01% -23,331 13F-HR Timeline Group Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 124,529 $5.04M 2.82% +8,524 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 123,552 $5M 0.06% +21,237 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 119,383 $4.83M <0.01% -11,454 13F-HR Timeline Group Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 116,336 $4.71M 5.06% +1,377 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 113,765 $4.6M 0.01% +21,340 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 113,508 $4.59M 3.17% +62 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 110,830 $4.48M 0.17% +10,908 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 94,250 $4.42M 0.87% -2,248 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 107,067 $4.33M 3.11% -3,403 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 98,343 $3.98M 1.56% +9,454 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 97,715 $3.95M 0.04% +9,465 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 97,673 $3.95M 0.15% +3,286 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 97,172 $3.93M +12,068 Timeline LPWM LLC More: the full row for LPWM LLC 96,760 $3.91M 1.26% +6,405 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 89,467 $3.62M 2.58% +5,726 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 84,766 $3.43M 0.54% +1,916 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 75,537 $3.06M 1% +6,255 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 74,483 $3.01M 2.43% +2,915 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 73,277 $2.96M <0.01% -44,980 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 72,803 $2.95M 0.07% -7,948 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 71,457 $2.89M 1.66% +6,561 13F-HR Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 71,348 $2.89M -6,551 Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 71,065 $2.88M 0.02% -33,017 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 69,710 $2.82M 1.24% +1,369 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 68,177 $2.76M <0.01% +2,093 13F-HR/A Timeline Group Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 66,073 $2.67M 1.23% -1,515 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 61,556 $2.49M 0.79% -2,643 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 60,771 $2.46M 0.01% -473,490 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 60,366 $2.44M 0.25% +4,678 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 59,855 $2.42M <0.01% -4,890 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 57,882 $2.34M 0.01% +2,055 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 57,681 $2.33M 0.28% -12,641 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 56,343 $2.28M 0.06% -15,563 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 56,061 $2.27M 1.28% +5,935 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 53,007 $2.26M 0.87% -1,420 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 55,851 $2.26M <0.01% +33,328 13F-HR Timeline Group Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 55,555 $2.25M 0.91% +4,233 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 54,430 $2.2M 0.04% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 54,012 $2.19M <0.01% -23,825 13F-HR Timeline Group Obsido Oy More: the full row for Obsido Oy 53,444 $2.16M 1.85% +2,346 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 53,126 $2.15M 0.43% -287 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 51,997 $2.1M 0.01% -2,796 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 49,413 $2M <0.01% +6,237 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 45,000 $1.82M <0.01% +12,404 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 44,210 $1.79M 0.17% -1,121 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 42,443 $1.72M <0.01% -1,953 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 42,303 $1.71M 0.06% -3,043 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 42,111 $1.7M 0.53% +451 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 40,022 $1.62M 0.16% 0 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 39,710 $1.61M 0.03% +30,497 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 39,080 $1.58M 0.01% +890 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 39,075 $1.58M <0.01% +5,001 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 37,115 $1.5M 0.25% +3,452 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 37,083 $1.5M <0.01% -22,482 13F-HR Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 36,272 $1.47M 0.12% +7,044 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 36,044 $1.46M 0.04% +2,929 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 36,140 $1.46M 0.74% +8,802 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 35,019 $1.42M <0.01% +582 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 31,607 $1.37M 0.72% -5 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 32,785 $1.33M 0.29% 0 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 31,467 $1.27M 0.82% -494 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 30,946 $1.25M <0.01% +4,032 13F-HR Timeline Group Partners in Financial Planning More: the full row for Partners in Financial Planning 30,432 $1.23M 0.25% -896 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 29,958 $1.21M 0.41% +1,455 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 29,304 $1.19M 0.25% -10,539 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 29,263 $1.18M 0.65% +1,923 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 29,187 $1.18M 0.4% +1,707 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 28,065 $1.14M 0.84% -3,950 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 27,346 $1.11M 0.02% +13,382 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 27,114 $1.1M 0.01% -2,694 13F-HR/A Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 26,289 $1.06M 0.01% +2,446 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 26,284 $1.06M 0.3% +683 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 25,964 $1.05M 0.13% +1,279 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 25,367 $1.03M <0.01% +843 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 24,820 $1M 0.43% +1,464 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 24,432 $989K 0.08% +1,932 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 22,709 $919K <0.01% -2,224 13F-HR Timeline Group William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 22,555 $913K 0.86% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 22,378 $905K 0.28% +1,767 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 22,339 $904K <0.01% -7,343 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 21,523 $871K 0.01% -244 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 20,596 $833K 0.04% -199 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 20,560 $832K <0.01% -5,119 13F-HR Timeline Group Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 20,290 $821K 0.73% new 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 20,190 $821K <0.01% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 20,263 $820K 0.69% +1,741 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 20,040 $811K 0.09% -133 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 19,497 $789K 0.82% 0 13F-HR Timeline KRAFT ASSET MANAGEMENT, LLC More: the full row for KRAFT ASSET MANAGEMENT, LLC 19,263 $779K 0.71% -883 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 18,979 $768K 0.01% +34 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 18,075 $731K 0.34% 0 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 17,950 $726K 0.08% -350 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 17,871 $723K 0.04% -12,315 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 17,732 $717K 0.23% -931 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 19,300 $698K 0.55% new 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 16,498 $667K 0.09% -4,383 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 16,323 $660K 0.07% -392 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 16,250 $657K 0.07% +1,964 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 15,803 $639K 0.05% -300 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 15,745 $637K 0.02% +340 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 15,162 $613K 0.03% +14 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 14,985 $606K <0.01% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 14,925 $604K 0.02% 0 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 14,833 $600K 0.54% -999 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 14,495 $586K 0.28% new 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 13,892 $562K 0.23% 0 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 13,310 $539K 0.79% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 12,892 $522K <0.01% +1,552 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 12,844 $520K 0.18% -761 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 12,810 $518K 0.18% +1 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 12,055 $488K 0.16% -970 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 11,870 $480K 0.06% -8,175 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 11,647 $471K 0.03% -428 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 11,579 $468K <0.01% -134 13F-HR/A Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 11,400 $461K 0.11% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,384 $461K 0.01% -3,241 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 11,374 $460K 0.01% 0 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 11,088 $449K 0.36% -526 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 10,895 $441K <0.01% -1,947 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 10,818 $438K 0.26% -1,981 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 10,800 $437K 0.07% -2,000 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 10,635 $430K 0.12% -346 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 10,545 $427K 0.01% -7,786 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 10,432 $422K 0.32% +933 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 10,386 $420K <0.01% +4,213 13F-HR Timeline Group AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 10,217 $413K 0.22% -994 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 10,216 $413K 0.01% -8,761 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 10,131 $410K 0.08% +2,724 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 9,785 $396K 0.42% +123 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,597 $388K 0.02% -8,220 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 9,412 $381K <0.01% +1,080 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,220 $373K <0.01% -307 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 9,098 $368K 0.36% -951 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 9,019 $365K 0.17% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 8,970 $363K 0.01% -236 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 8,828 $357K <0.01% +1,481 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 8,396 $340K 0.04% -5,516 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 8,248 $334K 0.02% -15,224 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,230 $333K <0.01% +1,662 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,165 $330K 0.01% +31 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,576 $307K 0.01% -2,647 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 7,424 $300K 0.04% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 7,225 $292K <0.01% -23,033 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 6,757 $291K 0.15% +1,002 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 7,173 $290K 0.01% +74 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 6,991 $283K 0.02% 0 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 6,930 $280K 0.29% -219 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 6,703 $271K 0.08% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,654 $269K 0.03% new 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 6,647 $269K 0.05% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 6,644 $269K 0.06% -37 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 6,610 $267K 0.18% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 6,526 $264K 0.06% +862 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 6,427 $260K 0.2% +32 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 6,420 $260K 0.11% +136 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 6,200 $251K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 6,100 $248K <0.01% 0 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 6,094 $247K 0.04% 0 13F-HR Timeline Jordan Park Trust Co LLC More: the full row for Jordan Park Trust Co LLC 5,963 $241K 0.23% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,725 $232K 0.02% -100 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 5,563 $225K 0.01% -61 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 5,436 $220K 0.02% new 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 5,322 $215K 0.3% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 5,321 $215K <0.01% -854 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,295 $214K <0.01% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,290 $214K 0.05% new 13F-HR/A Timeline