Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 13,648,827 $630M 1.89% -3,089,047 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 5,562,246 $257M 0.04% -149,427 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,438,720 $66.4M 1% +11,636 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,365,127 $63M -85,017 Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,183,817 $54.6M 0.44% -164,946 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 956,465 $44.1M 0.1% +297,288 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 921,626 $42.5M <0.01% +105,667 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 814,249 $37.6M 0.03% +135,238 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 708,318 $32.7M 0.03% +172,141 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/ 667,214 $30.8M <0.01% +11,452 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 661,577 $30.5M 0.04% -155,850 13F-HR/A Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 654,000 $30.2M 0.03% new 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 501,175 $23.1M 0.08% +3,990 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 430,408 $19.9M <0.01% -46,872 13F-HR Timeline Group MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 424,160 $19.6M 4.32% +20,334 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 395,150 $18.2M 0.67% +31,440 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 374,205 $17.3M 0.39% +21,346 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 357,400 $16.5M 0.48% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 266,181 $12.3M 0.03% +86,070 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 251,843 $11.6M <0.01% +100,956 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 249,904 $11.5M 1.01% -112,739 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 233,892 $10.8M <0.01% +40,048 13F-HR Timeline Group Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 208,860 $9.64M 1.71% -140 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 199,457 $9.2M 0.28% +1,737 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 186,162 $8.59M 3.31% +2,675 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 183,111 $8.45M 0.04% -6,137 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 176,793 $8.16M +79,621 Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 161,332 $7.45M 0.41% -8,472 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 155,492 $7.18M 0.16% -1,133 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 153,706 $7.09M 0.37% +720 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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More: the full row for VISTA CAPITAL PARTNERS, INC. 103,778 $4.79M 0.53% +46,097 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 102,713 $4.74M <0.01% +42,858 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 101,073 $4.66M 0.16% +3,400 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 97,667 $4.51M 0.47% -48,738 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 95,995 $4.43M 0.89% +1,745 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. 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More: the full row for Bear Mountain Capital, Inc. 47,302 $2.16M 0.77% -5,705 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 45,000 $2.08M <0.01% 0 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 44,475 $2.07M <0.01% +2,032 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 44,382 $2.05M 0.18% +172 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 42,919 $1.98M 0.57% +808 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 41,655 $1.92M 0.02% +2,575 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 41,589 $1.92M 0.03% -124,836 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 41,519 $1.92M 0.06% -784 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 40,022 $1.85M 0.19% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 39,201 $1.81M 0.04% +3,157 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 38,481 $1.78M <0.01% -594 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 37,914 $1.75M 0.03% -18,429 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 37,115 $1.71M 0.27% 0 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 35,432 $1.64M 0.73% -708 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 35,194 $1.62M 0.44% +28,491 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 35,127 $1.62M 0.53% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 34,460 $1.59M 0.13% -1,812 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 33,740 $1.56M 0.69% new 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 33,426 $1.54M 0.78% +4,163 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 32,785 $1.51M 0.32% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 50,939 $1.49M 0.43% +49,041 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 32,145 $1.48M <0.01% +1,199 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 31,867 $1.47M 0.03% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 31,579 $1.46M <0.01% -3,440 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 30,507 $1.44M 0.69% -1,100 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 30,532 $1.41M <0.01% new 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 30,437 $1.4M 0.67% +15,942 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 30,050 $1.39M 0.72% -1,417 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 29,626 $1.37M 0.43% +439 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 29,568 $1.36M 0.25% -864 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 28,803 $1.33M <0.01% -8,280 13F-HR Timeline Group Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 28,641 $1.32M 0.41% -1,317 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 28,010 $1.29M 0.32% +1,726 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 27,918 $1.29M 0.25% -1,386 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 27,709 $1.28M 0.74% +26,732 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 26,533 $1.22M <0.01% +6,343 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 25,895 $1.2M 0.13% -69 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 25,889 $1.19M 0.01% -1,225 13F-HR/A Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 25,772 $1.19M 0.01% -45,293 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 25,263 $1.17M <0.01% -104 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 24,813 $1.15M 0.44% -7 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 24,515 $1.13M 0.76% -3,550 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 24,448 $1.13M 0.08% +16 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 24,232 $1.12M <0.01% +3,672 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 23,873 $1.1M <0.01% +10,981 13F-HR Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 22,876 $1.06M -48,472 Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 22,732 $1.05M 0.29% +354 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 22,434 $1.04M 0.9% -121 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 21,861 $1.01M 0.04% -17,849 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 21,382 $987K <0.01% -1,327 13F-HR/A Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 20,399 $941K 0.01% -1,124 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 20,131 $929K 0.15% new 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 19,581 $904K 0.76% -709 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 19,517 $901K 0.04% -1,079 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 19,505 $900K 0.81% +8 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 19,280 $890K 0.25% +1,548 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 19,300 $886K 0.57% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 19,180 $885K <0.01% +8,794 13F-HR Timeline Group KRAFT ASSET MANAGEMENT, LLC More: the full row for KRAFT ASSET MANAGEMENT, LLC 19,163 $884K 0.82% -100 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 18,879 $871K 0.01% -100 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 18,822 $869K 0.72% -1,441 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 18,001 $831K 0.03% +3,076 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 17,950 $828K 0.09% 0 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 17,825 $823K 0.35% -250 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 17,765 $820K 0.08% -2,275 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 16,909 $780K 0.05% +5,262 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 16,762 $774K 0.01% -10,584 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 16,261 $750K 0.08% +11 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 16,054 $741K 0.09% -444 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 15,933 $738K 0.69% +6,148 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 15,803 $729K 0.05% 0 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 15,745 $727K 0.02% 0 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 15,115 $698K 0.07% -1,208 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 14,540 $671K 0.02% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 14,520 $670K 0.03% -642 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 14,383 $664K 0.53% -450 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 14,271 $659K 0.04% new 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 13,892 $641K 0.24% 0 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 13,776 $636K 0.03% -4,095 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 13,310 $614K 0.84% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 13,131 $606K 0.01% -13,158 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 13,038 $602K 0.1% -221,880 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 12,739 $588K <0.01% -2,246 13F-HR/A Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 12,338 $569K 0.18% -472 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 12,067 $557K 0.52% 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 11,697 $540K <0.01% +2,477 13F-HR Timeline Group NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 11,550 $533K 0.25% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 11,455 $529K <0.01% -124 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 11,444 $528K 0.01% +899 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 $526K 0.12% 0 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 11,374 $525K 0.01% 0 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 10,835 $500K 0.16% -1,220 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 10,818 $499K 0.28% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 10,587 $489K 0.35% +155 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 10,474 $483K <0.01% new 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 10,450 $482K 0.01% +234 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 10,211 $471K 0.12% -424 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 10,087 $466K 0.14% -2,757 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 10,085 $465K 0.08% -46 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 10,000 $462K 0.07% -800 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 9,998 $461K 0.13% new 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 9,655 $446K 0.23% -562 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 9,246 $429K 0.29% +2,819 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 9,190 $424K <0.01% +1,965 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 9,165 $423K <0.01% -40,248 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 8,907 $411K 0.01% -63 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 8,724 $403K <0.01% -104 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 8,886 $402K 0.33% -212 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 8,248 $381K 0.02% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,133 $375K 0.01% -32 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 8,129 $375K 0.29% -2,959 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 8,045 $371K 0.04% -351 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 7,960 $367K <0.01% -14,379 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 7,424 $343K 0.04% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 7,166 $331K 0.2% +556 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 7,218 $331K 0.16% +461 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 7,068 $326K 0.01% -105 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 7,045 $325K 0.04% -4,825 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 6,991 $323K 0.02% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 6,898 $318K 0.13% +478 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 6,897 $318K 0.3% -33 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 6,647 $307K 0.06% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,631 $306K 0.02% -23 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 6,598 $304K 0.12% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 6,526 $301K 0.07% -118 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,439 $297K 0.01% -1,137 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 6,200 $286K 0.02% 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 $283K <0.01% 0 13F-HR Timeline