Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 14,572,465 $648M 1.68% +414,047 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 5,057,938 $225M 0.03% -154,525 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,580,995 $70.3M 0.98% +66,273 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 913,985 $40.6M +665,555 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 792,533 $35.2M <0.01% -21,684 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 773,018 $34.4M 0.07% -1,056,165 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 765,761 $34M 0.02% +24,955 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 752,462 $33.3M 0.21% -160,029 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/ 736,479 $32.7M <0.01% +9,075 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 612,612 $27.2M 0.02% -104,409 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 613,384 $27.2M 0.04% -46,585 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 601,330 $26.7M 0.01% +519,307 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 543,077 $24.1M 0.08% +18,422 13F-HR/A Timeline Group MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 482,983 $21.5M 4.24% +34,438 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 453,233 $20.1M 0.35% +34,852 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 432,930 $19.2M 0.67% +49,600 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 425,055 $18.9M 2.87% +148,295 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 258,210 $11.5M 0.02% -8,653 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 252,806 $11.2M 0.36% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 246,755 $11M 0.01% -825,255 13F-HR Timeline Group Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 227,400 $10.1M 3.06% +9,497 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 169,908 $10M 0.06% +13,301 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 224,842 $9.99M +171,137 Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 220,535 $9.8M 0.7% -7,480 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 209,001 $9.29M 0.26% +2,299 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 204,728 $9.1M 1.96% +31,305 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 193,570 $8.6M 0.27% +48,356 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 191,642 $8.52M 0.01% new 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 188,944 $8.4M <0.01% -184,333 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 177,492 $7.89M +71,575 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 174,157 $7.74M <0.01% -2,458 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 165,618 $7.36M <0.01% +26,213 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 160,628 $7.14M 0.14% +2,810 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 160,127 $7.12M 0.33% -169 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 153,838 $6.84M 0.37% +2,305 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 145,258 $6.46M 0.01% +4,840 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 148,310 $6.43M <0.01% -105,394 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 143,800 $6.39M 0.02% +20,076 13F-HR Timeline Group Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 129,332 $5.75M 4.13% +4,692 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 126,340 $5.62M 0.02% +5,600 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 126,240 $5.61M <0.01% +6,807 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 126,239 $5.61M <0.01% -2,197 13F-HR/A Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 123,963 $5.51M 0.16% +6,967 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 118,868 $5.28M <0.01% +28,486 13F-HR Timeline Group Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 118,207 $5.25M 2.01% -3,499 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 115,993 $5.16M 0.01% -6,102 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 115,371 $5.13M 1.31% +6,439 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 110,680 $4.92M 1.36% -348 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 104,431 $4.64M 2.5% +5,261 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 103,212 $4.64M 0.85% +4,375 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 103,030 $4.58M 2.7% -3,379 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 101,701 $4.52M 0.62% +8,971 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 97,349 $4.33M 0.98% new 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 95,253 $4.23M 0.43% -281 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 90,183 $4.01M 0.01% +11,817 13F-HR Timeline Group Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 84,789 $3.77M 2.47% +1,942 13F-HR Timeline BluePrint Investing LLC More: the full row for BluePrint Investing LLC 84,033 $3.74M 3.32% -2,199 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 82,029 $3.65M 0.95% +605 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 80,514 $3.58M 0.9% -11,658 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 78,533 $3.49M <0.01% -22,393 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 78,431 $3.49M 0.04% -4,287 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 77,462 $3.44M 0.31% -3,757 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 76,447 $3.44M 0.03% +52,158 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 73,779 $3.28M 0.76% +13,789 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 71,256 $3.17M 1.24% +1,714 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 70,861 $3.15M 0.91% +5,124 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 70,386 $3.13M 0.07% +238 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 69,011 $3.07M 1.86% +6,574 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 67,130 $2.98M 0.7% +816 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 66,518 $2.96M 2.37% +2,589 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 65,155 $2.9M 0.54% +32,263 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 62,413 $2.77M 1% +63 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 61,018 $2.71M <0.01% +17,344 13F-HR Timeline Group Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 60,252 $2.68M 1.31% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 58,376 $2.59M 0.22% -4,252 13F-HR Timeline Group Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 55,865 $2.48M 1.38% +2,241 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 51,079 $2.45M 0.74% +1,493 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 53,793 $2.39M 0.32% +392 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 52,986 $2.36M 0.01% -1,356 13F-HR/A Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 52,980 $2.35M <0.01% -2,399 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 52,713 $2.34M 0.23% new 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 50,192 $2.23M 0.02% new 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 50,000 $2.22M <0.01% +20,000 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 49,968 $2.22M 0.01% +600 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 48,024 $2.13M 0.54% +906 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 45,193 $2.01M 0.12% +3,188 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 44,381 $1.97M 0.02% -168 13F-HR Timeline Group SeedSafe Financial LLC More: the full row for SeedSafe Financial LLC 43,258 $1.92M 1.58% +2,831 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 41,799 $1.86M 1.64% +7,877 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 41,146 $1.83M 0.04% +1,975 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 40,546 $1.8M 0.78% +3,466 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 40,022 $1.78M 0.18% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 40,018 $1.78M 0.05% -1,354 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 38,702 $1.72M 0.48% +3,581 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 38,464 $1.71M <0.01% +3,065 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 38,198 $1.7M 0.14% -6,832 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 37,055 $1.65M 0.22% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 37,037 $1.65M 0.06% +27,240 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 36,435 $1.62M 0.31% 0 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 35,277 $1.57M 0.63% -2,346 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 34,426 $1.53M 0.01% +29,528 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 33,900 $1.51M 0.02% +136 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 33,588 $1.49M 0.43% +2,030 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 33,411 $1.49M 0.02% -5,426 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 33,167 $1.47M 0.52% +806 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 33,142 $1.47M 0.32% +622 13F-HR Timeline Vanguard National Trust Co in group VANGUARD GROUP INC More: the full row for Vanguard National Trust Co 32,681 $1.45M 0.09% 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 32,463 $1.44M <0.01% -8,205 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 32,160 $1.43M 1.08% +3,679 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 31,771 $1.41M 0.64% +2,959 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 31,128 $1.38M 0.62% 0 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 29,732 $1.32M 0.22% -244 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 29,230 $1.3M 0.57% -3,099 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 28,370 $1.26M 0.23% -200 13F-HR Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 28,330 $1.26M +2,149 Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 28,136 $1.25M 0.05% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 28,128 $1.25M <0.01% +2,953 13F-HR Timeline Lifetime Wealth Management P.C. More: the full row for Lifetime Wealth Management P.C. 27,313 $1.21M 0.69% +262 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 27,193 $1.21M 0.07% +862 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 26,835 $1.2M <0.01% -15,232 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 26,443 $1.18M 0.01% -472 13F-HR Timeline Group Addison Capital Co More: the full row for Addison Capital Co 26,156 $1.16M 0.21% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 25,434 $1.13M 0.06% +434 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 25,434 $1.13M 0.01% new 13F-HR/A Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 25,058 $1.11M 0.37% -4,007 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 25,001 $1.11M 0.41% +73 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 24,350 $1.08M 0.59% +90 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 24,197 $1.08M <0.01% -1,947 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 24,054 $1.07M 0.08% -1,881 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 23,836 $1.06M 0.01% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 22,985 $1.02M <0.01% -789 13F-HR Timeline Group William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 22,558 $1M 0.87% 0 13F-HR Timeline Nest Investments, LLC More: the full row for Nest Investments, LLC 21,890 $973K 0.79% +950 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 20,635 $917K 0.15% new 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 19,505 $867K 0.68% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 18,876 $839K <0.01% +4,733 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 18,850 $838K 0.09% 0 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 18,843 $838K 0.11% +995 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 18,548 $824K 0.74% +348 13F-HR Timeline Uniplan Investment Counsel, Inc. More: the full row for Uniplan Investment Counsel, Inc. 18,425 $819K 0.08% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 17,445 $775K 0.03% +138 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 17,436 $775K 0.04% +2,228 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 16,921 $752K 0.28% -15,371 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 16,389 $728K 0.48% +1,071 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 16,139 $717K <0.01% +5,793 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 15,670 $697K 0.02% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 15,335 $682K 0.05% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 15,032 $668K 0.01% +3,604 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 14,264 $634K 0.01% +2,559 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. 14,252 $634K <0.01% new 13F-HR Timeline Group LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 13,923 $619K 0.06% +1,444 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 12,890 $616K 0.23% +2,193 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 13,396 $595K 0.03% +20 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 13,372 $594K 0.76% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 12,632 $592K 0.02% +6,272 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 9,827 $585K 0.46% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 12,725 $566K 0.08% -122 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 12,417 $552K <0.01% -1,532 13F-HR/A Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 12,219 $543K <0.01% +695 13F-HR Timeline Group Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 12,152 $540K 0.26% +800 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 12,144 $540K <0.01% +1,742 13F-HR Timeline Group Family CFO Inc More: the full row for Family CFO Inc 12,079 $537K 0.24% +8,131 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 12,066 $536K 0.41% -984 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 12,346 $535K 0.6% -5,507 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 11,904 $529K 0.11% 0 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 11,491 $511K 0.15% +263 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 $507K 0.11% 0 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 11,374 $506K 0.01% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 11,257 $500K 0.03% -8,758 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 11,205 $498K 0.14% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 11,036 $491K <0.01% +851 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 10,838 $482K 0.42% +200 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 10,800 $480K <0.01% +500 13F-HR Timeline BAILARD, INC. 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