Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 14,158,418 $649M 1.75% +289,889 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 5,212,463 $239M 0.04% -179,464 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,829,183 $83.8M 0.17% -21,221 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,514,722 $69.4M 0.98% +15,406 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,072,010 $49.1M 0.06% new 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 912,491 $41.8M 0.25% -173,305 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 814,217 $37.3M <0.01% -82,975 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 740,806 $34M 0.02% +15,177 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/ 727,404 $33.3M <0.01% +1,295 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 717,021 $32.9M 0.03% +20,751 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 659,969 $30.3M 0.04% +181,713 13F-HR/A Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 524,655 $24.1M 0.08% +341,934 13F-HR/A Timeline Group MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 448,545 $20.6M 4.31% +10,538 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 418,381 $19.2M 0.34% +28,676 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 383,330 $17.6M 0.61% -70 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 373,277 $17.1M <0.01% -43,959 13F-HR/A Timeline Group Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 276,760 $12.7M 2.01% +61,945 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 266,863 $12.2M 0.02% +4,768 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 253,704 $11.6M <0.01% +7,205 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 248,430 $11.4M -1,045,049 Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 228,015 $10.5M 0.78% -4,893 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 217,903 $9.99M 3.15% +8,578 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 206,702 $9.48M 0.27% +371 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 176,615 $8.1M <0.01% -37 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 173,423 $7.95M 1.74% +46,609 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 160,296 $7.35M 0.35% -1,533 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 157,818 $7.23M 0.13% +1,407 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 156,607 $7.18M 0.05% +6,536 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 151,533 $6.95M 0.36% +662 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 145,214 $6.66M 0.21% +14,798 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 140,418 $6.44M 0.01% +45,589 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 139,405 $6.39M <0.01% +34,291 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 128,436 $5.89M <0.01% +12,595 13F-HR Timeline Group Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 124,640 $5.71M 4.36% +1,127 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 123,724 $5.67M 0.02% +123,551 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 122,095 $5.6M 0.01% -3,710 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 121,706 $5.58M 2.27% +193 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 120,740 $5.56M 0.02% +6,890 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 119,556 $5.48M 0.01% -1,824 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 119,433 $5.47M <0.01% -17,875 13F-HR Timeline Group Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 117,551 $5.4M 3.07% +5,734 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 116,996 $5.36M 0.17% +7,065 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 111,028 $5.09M 1.42% 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 108,932 $4.99M 1.43% +2,348 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 106,409 $4.88M 2.97% +1,548 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 105,917 $4.86M +7,364 Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 100,926 $4.63M 0.01% +93,638 13F-HR Timeline Group Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 99,170 $4.55M 2.64% +7,285 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 98,837 $4.53M 0.84% +5,099 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 95,534 $4.38M 0.43% -1,548 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 92,730 $4.25M 0.6% +751 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 92,172 $4.23M 1.07% +2,285 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 90,382 $4.14M <0.01% +7,941 13F-HR Timeline Group BluePrint Investing LLC More: the full row for BluePrint Investing LLC 86,232 $3.95M 3.54% 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 82,847 $3.8M 2.62% +6,838 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 82,718 $3.79M 0.05% -4,007 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 82,023 $3.76M <0.01% +15,303 13F-HR Timeline Group Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 81,424 $3.73M 0.96% +2,216 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 81,219 $3.72M 0.34% +2,589 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 78,366 $3.59M 0.01% -255,014 13F-HR Timeline Group MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 72,782 $3.34M 1.13% -496 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 70,148 $3.22M 0.07% +985 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 69,542 $3.19M 1.3% +1,007 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 66,314 $3.07M 0.75% +11,073 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 65,737 $3.01M 0.94% +5,994 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 63,929 $2.93M 2.51% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 62,628 $2.87M 0.24% -4,937 13F-HR Timeline Group Obsido Oy More: the full row for Obsido Oy 62,437 $2.86M 1.76% +3,520 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 62,350 $2.86M 1.1% +2,512 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 59,990 $2.75M 0.68% +8,606 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 55,379 $2.54M <0.01% +48,347 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 54,342 $2.49M 0.01% +2,593 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 53,705 $2.46M -12,401 Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 53,624 $2.46M 1.83% 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 53,401 $2.45M 0.34% +559 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 49,586 $2.35M 0.76% +2,200 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 49,368 $2.26M 0.01% -775 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 47,118 $2.16M 0.56% +2,908 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 45,030 $2.06M 0.17% +648 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 44,549 $2.04M 0.01% +2,546 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 43,674 $2M <0.01% -732 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 42,067 $1.96M <0.01% -1,677 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 42,005 $1.93M 0.12% +35,479 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 41,372 $1.9M 0.05% -147 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 40,668 $1.86M <0.01% +10,239 13F-HR Timeline SeedSafe Financial LLC More: the full row for SeedSafe Financial LLC 40,427 $1.85M 1.64% 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 40,022 $1.83M 0.17% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 39,171 $1.8M 0.04% +3,224 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 38,837 $1.78M 0.02% -2,880 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 38,731 $1.78M <0.01% -4 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 37,623 $1.72M 0.7% +3,030 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 37,337 $1.71M 0.07% -46,706 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 37,080 $1.7M 0.74% +1,903 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 37,055 $1.7M 0.24% 0 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 36,435 $1.67M 0.32% +2,850 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 35,399 $1.62M <0.01% +3,645 13F-HR Timeline Group Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 35,121 $1.61M 0.4% 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 31,128 $1.57M 0.65% +621 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 33,922 $1.55M 1.14% +16,588 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 33,764 $1.55M 0.02% +13,733 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 32,892 $1.51M 0.33% +9,700 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 32,520 $1.49M 0.32% +2,774 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 32,361 $1.48M 0.58% +2,639 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 32,329 $1.48M 0.68% +2,407 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 32,292 $1.48M 0.66% +2,038 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 32,276 $1.48M <0.01% +131 13F-HR Timeline Group WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 31,558 $1.45M 0.42% +783 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 30,000 $1.38M <0.01% +20,000 13F-HR Timeline Group Partners in Financial Planning More: the full row for Partners in Financial Planning 29,976 $1.37M 0.23% +838 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 29,065 $1.33M 0.43% -3,304 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 28,812 $1.32M 0.66% +2,706 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 28,570 $1.31M 0.24% +710 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 28,481 $1.31M 1.05% +6,078 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 28,136 $1.29M 0.05% +5,193 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 27,055 $1.24M 0.02% +1,497 13F-HR Timeline Lifetime Wealth Management P.C. More: the full row for Lifetime Wealth Management P.C. 27,051 $1.24M 0.78% 13F-HR/A Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 26,915 $1.23M 0.01% +240 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 26,331 $1.21M 0.07% +1,697 13F-HR Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 26,181 $1.2M +1,383 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 26,144 $1.2M <0.01% +4,938 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 25,935 $1.19M 0.1% +40 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 25,175 $1.15M <0.01% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 25,000 $1.15M 0.07% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 24,928 $1.14M 0.41% -410 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 24,289 $1.11M 0.01% -1,311 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 24,260 $1.11M 0.64% -185 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 23,774 $1.09M <0.01% -725 13F-HR/A Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 23,310 $1.07M 0.04% new 13F-HR Timeline Group William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 22,558 $1.03M 0.87% +124 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 21,843 $1M <0.01% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 21,181 $971K 0.19% +1,284 13F-HR Timeline Nest Investments, LLC More: the full row for Nest Investments, LLC 20,940 $960K 0.8% 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 20,015 $917K 0.05% +8,825 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 19,505 $894K 0.71% 0 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 19,300 $884K 0.58% 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 18,850 $864K 0.09% +900 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 18,423 $845K 0.23% -811 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 18,200 $834K 0.8% 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 18,008 $825K 0.58% +124 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 17,853 $821K 0.8% new 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 17,848 $818K 0.1% +1,309 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 17,315 $794K 0.01% -1,309 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 17,307 $793K 0.03% -942 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 16,094 $738K 1.58% -130,246 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 15,670 $718K 0.02% +115 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 15,335 $703K 0.05% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 15,318 $702K 0.47% +4,273 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 15,208 $697K 0.03% +505 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 14,143 $648K <0.01% +904 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 13,949 $639K <0.01% -1,925 13F-HR Timeline Group OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 13,376 $613K 0.03% +600 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 13,372 $613K 0.78% +62 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 13,050 $598K 0.46% -597 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 12,847 $589K 0.08% +392 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 12,479 $572K 0.07% -4,859 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 11,904 $546K 0.19% -1,988 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 11,853 $543K 0.67% +460 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,705 $537K 0.01% +716 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 11,524 $528K <0.01% +658 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 11,428 $524K <0.01% -815 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 $523K 0.11% 0 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 11,374 $521K 0.01% 0 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 11,352 $520K 0.25% +480 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 10,697 $518K 0.21% +1,711 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 11,228 $515K 0.15% +667 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 11,205 $514K 0.14% 0 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 10,983 $503K 0.15% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 10,799 $495K 0.01% -645 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 10,638 $488K 0.43% 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 10,402 $477K <0.01% +5,909 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 10,402 $477K <0.01% +986 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 10,346 $474K <0.01% -996 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 10,300 $472K <0.01% -9,000 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 10,185 $467K <0.01% +6,307 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 10,110 $463K 0.04% -7,570 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 10,085 $462K 0.07% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 10,000 $458K 0.06% 0 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 9,986 $458K 0.1% -83 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 9,797 $449K 0.02% +1,794 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,331 $428K 0.01% +1,934 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 9,134 $419K 0.01% new 13F-HR Timeline Group WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 9,088 $417K 0.36% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 8,938 $410K 0.13% -433 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 8,900 $408K 0.03% +2,700 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,886 $407K <0.01% +7 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,847 $406K 0.01% +99 13F-HR Timeline Group AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 8,763 $402K 0.2% -864 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 8,745 $401K 0.12% -380 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 8,709 $399K <0.01% -9,309 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 8,660 $397K 0.31% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,610 $395K 0.01% +616 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 8,567 $393K 0.12% +3,750 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 8,563 $393K <0.01% +2,201 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 8,439 $387K 0.01% +176 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 8,248 $378K 0.01% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 8,227 $377K <0.01% +574 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 8,197 $376K 0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 8,188 $375K <0.01% -897 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,022 $368K 0.01% -428 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,661 $359K 0.04% -4,000 13F-HR Timeline