COMERICA BANK More: the full row for COMERICA BANK 12,388 $408K <0.01% -77 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 12,400 $408K 0.01% new 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 12,003 $395K 0.07% -8 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 11,951 $394K 0.05% +55 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 11,918 $393K <0.01% new 13F-HR Timeline Group Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 11,868 $391K 0.12% +53 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 11,713 $386K 0.04% -2,269 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 11,617 $383K <0.01% 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 11,583 $382K 0.11% +21 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 11,463 $378K 0.09% -356 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 11,403 $376K 0.05% +53 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 11,068 $365K 0.02% -260 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 10,781 $355K 0.37% 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 10,680 $352K 0.33% 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,606 $349K <0.01% +611 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 10,389 $348K 0.01% -797 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 10,332 $340K 0.05% 0 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 10,286 $339K 0.18% 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,020 $330K 0.01% +37 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,795 $323K <0.01% +850 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 9,759 $321K 0.19% +15 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 9,714 $320K 0.01% 0 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 9,574 $315K 0.04% -121 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 9,448 $311K 0.06% new 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 9,368 $309K 0.21% +8 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 9,237 $304K <0.01% -608 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,761 $295K 0.03% new 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 8,820 $291K 0.15% +41 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,540 $281K <0.01% +3,542 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 8,258 $273K 0.11% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,163 $269K 0.01% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 8,155 $269K 0.02% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 8,099 $268K 0.01% new 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 8,038 $265K 0.12% new 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 7,878 $260K 0.16% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 7,538 $259K 0.01% new 13F-HR Timeline Group EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 7,566 $249K 0.15% new 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 7,425 $245K 0.09% +150 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 7,176 $236K 0.04% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,956 $229K 0.04% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,685 $220K <0.01% 0 13F-HR Timeline Group Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 6,600 $217K 0.03% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 6,600 $217K 0.05% -140 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 6,486 $214K 0.15% 0 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 6,190 $209K 0.09% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,315 $208K <0.01% +1,219 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,291 $207K <0.01% new 13F-HR Timeline Group Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 6,225 $205K 0.09% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 6,186 $204K 0.02% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 5,592 $203K 0.03% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,990 $164K <0.01% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 3,903 $129K 0.08% -433 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,833 $126K 0.01% +97 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,757 $124K <0.01% +234 13F-HR/A Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,621 $119K <0.01% +1,147 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,196 $105K <0.01% +431 13F-HR Timeline Group Fairman Group, LLC More: the full row for Fairman Group, LLC 3,114 $103K 0.08% +14 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,087 $102K <0.01% +2,525 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 2,831 $93.3K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,638 $86.9K 0.01% +35 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,026 $66.7K 0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,750 $57.6K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,702 $56.1K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,692 $55.7K <0.01% -51 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,600 $52.7K 0.02% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,600 $52.7K 0.01% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,502 $49.7K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,398 $46.1K <0.01% +1,113 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,352 $44.5K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,332 $43.9K <0.01% +1,302 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,145 $37.7K 0.02% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,046 $34.5K <0.01% new 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 916 $30.2K 0.02% 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 893 $29.4K 0.01% +217 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 860 $28.3K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 845 $27.8K <0.01% -565 13F-HR Timeline Group Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 833 $27.4K 0.02% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 818 $26.9K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 805 $26.5K <0.01% +2 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 791 $26.1K <0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 734 $24.2K 0.02% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 663 $21.8K <0.01% new 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 649 $21.4K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 591 $19.5K <0.01% 0 13F-HR Timeline Group AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 542 $17.9K 0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 530 $17.5K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 489 $17.4K 0.01% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 497 $16.4K <0.01% new 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 474 $15.6K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 458 $15.1K <0.01% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 431 $14.2K <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 415 $13.7K <0.01% 0 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 407 $13.4K <0.01% 0 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 373 $12.3K 0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 315 $10.4K <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 315 $10.4K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 304 $10K 0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 231 $7.6K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 193 $6.35K <0.01% -111 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 192 $6.32K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 168 $5.53K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 166 $5.47K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 165 $5.45K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 143 $4.71K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 137 $4.51K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 137 $4.51K <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 128 $4.24K <0.01% new 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 128 $4.22K <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 113 $3.72K <0.01% 13F-HR/A Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 102 $3.36K <0.01% new 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 85 $2.8K <0.01% -255 13F-HR Timeline Group Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 81 $2.67K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 80 $2.64K <0.01% +40 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 71 $2.34K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 59 $1.94K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 44 $1.45K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 26 $856 <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 25 $824 <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 24 $791 <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 21 $692 <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 11 $362 <0.01% 0 13F-HR Timeline Group FIRST CITIZENS INVESTOR SERVICES, INC. More: the full row for FIRST CITIZENS INVESTOR SERVICES, INC. 0 $0 -80,728 13F-HR/A Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.