State of New Jersey Common Pension Fund… in group State of New Jersey Common Pe… More: the full row for State of New Jersey Common Pension Fund D 11,787,000 $326M 1.11% 0 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7,060,064 $195M 0.1% +601,921 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,667,766 $184M 1.95% +187,731 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,914,523 $136M 0.4% +159,515 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 4,800,308 $133M 0.08% -318,941 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,861,575 $131M 0.1% +1,494,987 13F-HR Timeline Group Polianta Ltd More: the full row for Polianta Ltd 4,427,000 $122M 15.12% +194,000 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,253,470 $117M <0.01% -61,613 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,617,325 $99.9M 0.01% +119,059 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,241,966 $89.5M 2.93% -132,148 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,898,249 $80M 0.01% -177,932 13F-HR Timeline Group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,597,306 $71.8M 0.21% +107,377 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 2,080,016 $57.5M 1.07% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,842,951 $50.9M 0.01% -13,455 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 1,748,235 $48.3M 6.49% +17,145 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,642,967 $45.4M 2.63% +63,864 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 1,631,844 $45.1M 1.59% +35,822 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,476,202 $40.8M 0.44% +96,301 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,354,131 $37.4M 0.04% +45,298 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 987,582 $27.3M <0.01% +40,703 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 924,675 $25.5M 0.01% +68,824 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/ 859,567 $23.7M <0.01% +2,108 13F-HR Timeline Group Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 851,372 $23.5M 1.15% +1,040 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 731,797 $20.2M 2.17% +79,379 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 706,773 $19.5M 1.48% +10,294 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 700,000 $19.3M <0.01% 0 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 687,146 $19M <0.01% -126,930 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 680,909 $18.8M <0.01% -5,674 13F-HR Timeline Group Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 679,938 $18.8M 2.73% +3,637 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 600,310 $16.6M 7.14% +11,085 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 549,189 $15.2M -957,114 Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 523,222 $14.9M 2.72% +19,100 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 520,857 $14.4M 0.41% +51,640 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 520,305 $14.4M 3.26% +29,278 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 509,458 $14.1M 0.02% -289,193 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 508,937 $14.1M 0.86% +3,466 13F-HR Timeline Pacific Life Fund Advisors LLC More: the full row for Pacific Life Fund Advisors LLC 462,437 $12.8M 1.4% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 446,830 $12.3M 3.44% -22,315 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 439,376 $12.1M 2.01% +6,140 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 422,626 $11.7M 0.72% +14,750 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 371,703 $10.3M 0.01% +22,775 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 364,913 $10.1M <0.01% -1,015,293 13F-HR Timeline Group Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 356,526 $9.85M 2.69% +14,019 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 354,453 $9.79M 0.71% -140,037 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 344,085 $9.5M 0.89% +13,284 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 328,005 $9.06M 0.31% -12,631 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 319,875 $8.83M 3.45% +36,653 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 293,457 $8.11M 1.44% -2,841 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 283,703 $7.84M -7,463 Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 308,724 $7.81M 0.01% +129,010 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 279,868 $7.73M 0.01% -25,145 13F-HR/A Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 262,535 $7.25M 0.01% -18,755 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 252,547 $6.98M 0.04% +11,777 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 246,000 $6.79M 0.02% +69,000 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 239,851 $6.62M 0.75% +28,551 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 235,330 $6.5M 2.34% 0 13F-HR Timeline GP Brinson Investments LLC More: the full row for GP Brinson Investments LLC 208,553 $5.76M 2.35% +22,214 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 192,565 $5.32M -42,822 Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 183,949 $5.08M 2.22% -5,447 13F-HR Timeline COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH… More: the full row for COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 169,175 $4.67M 0.02% +86,775 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 166,482 $4.6M 0.05% -3,460 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 148,174 $4.16M <0.01% +32,537 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 149,854 $4.14M <0.01% new 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 146,636 $4.05M 2.5% +8,966 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 140,841 $3.89M 0.01% -5,850 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 134,876 $3.73M 0.08% -13,198 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 133,840 $3.7M 0.46% -2,341 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 132,608 $3.66M <0.01% +918 13F-HR Timeline Group Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 126,409 $3.49M 2.81% +5,754 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 125,725 $3.47M 0.86% +3,590 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 124,777 $3.45M 0.19% -6,641 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. 121,697 $3.36M <0.01% new 13F-HR Timeline Group Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 120,054 $3.32M 0.42% -962 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 119,678 $3.31M <0.01% -11,172 13F-HR Timeline Group Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 118,328 $3.27M 0.77% -9,759 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 111,458 $3.08M 0.63% -485 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 110,221 $3.04M 0.1% +36,437 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 109,875 $3.03M 0.4% +229 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 108,409 $2.99M 1.18% +183 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 106,726 $2.95M 0.01% 0 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 105,078 $2.9M 0.01% +4,944 13F-HR/A Timeline RS CRUM INC. More: the full row for RS CRUM INC. 103,755 $2.87M 0.54% -1,060 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 101,122 $2.79M 1.18% new 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 100,410 $2.77M 0.45% new 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 96,381 $2.66M 0.32% +6,194 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 93,862 $2.59M 0.06% new 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 93,015 $2.57M 1.28% +82 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 91,268 $2.52M 0.05% +4,505 13F-HR Timeline Group Financial Plan, Inc. More: the full row for Financial Plan, Inc. 88,787 $2.45M 0.23% -2,890 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 82,625 $2.28M 0.12% +3,995 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 82,104 $2.27M 0.34% -11,851 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 80,238 $2.22M 0.09% -4,639 13F-HR Timeline Group 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 77,981 $2.15M 0.42% +8,760 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 75,826 $2.09M 0.56% -2,108 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 75,821 $2.09M 0.04% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 74,354 $2.05M 0.1% -5,066 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 71,611 $1.98M 0.04% -28,859 13F-HR Timeline Group Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 70,851 $1.96M 0.21% +24,577 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 69,123 $1.91M 0.01% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 66,951 $1.85M <0.01% -2,374 13F-HR/A Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 65,800 $1.82M <0.01% new 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 60,541 $1.7M 0.06% +22,440 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 59,623 $1.65M <0.01% -23,917 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 57,591 $1.62M <0.01% +1,663 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 57,101 $1.58M 0.01% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 61,102 $1.54M 0.04% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 54,370 $1.5M <0.01% -18,393 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 53,302 $1.47M 0.85% +1,499 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 53,093 $1.47M 0.72% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 53,070 $1.47M 0.12% +38,883 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 53,060 $1.47M 0.08% -5,502 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 52,516 $1.45M 0.01% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 50,365 $1.39M 0.43% -1,411 13F-HR Timeline Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 47,737 $1.32M 0.6% +2,914 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 45,212 $1.25M 0.46% -181 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 45,074 $1.24M <0.01% +477 13F-HR Timeline Group NOMURA ASSET MANAGEMENT INTERNATIONAL I… in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 44,658 $1.23M <0.01% new 13F-HR Timeline Group DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 44,597 $1.23M <0.01% -5,966 13F-HR Timeline Group Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 43,620 $1.2M <0.01% 0 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 42,490 $1.19M 0.02% -8,234 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 42,841 $1.18M 0.06% -3,161 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 42,558 $1.18M <0.01% +1,322 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 41,673 $1.15M <0.01% -48 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 41,619 $1.15M 0.68% -6,634 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 41,274 $1.14M 0.04% -1,801 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 40,785 $1.13M <0.01% -26,300 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 39,505 $1.09M 0.24% -579 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 36,469 $1.01M 0.22% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 36,122 $997K <0.01% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 35,464 $980K 0.01% -1,461 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 33,974 $938K 0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 33,744 $932K <0.01% +5,802 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 33,472 $924K 0.02% -37 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 33,337 $921K <0.01% +14,732 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 33,175 $916K 0.02% +916 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 31,010 $893K +18,101 Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 31,936 $882K 0.18% +2,331 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 31,113 $859K 0.04% +174 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 31,043 $857K 0.09% -2,493 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 31,020 $857K 0.03% 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 30,807 $851K 0.07% +428 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 29,190 $806K 0.01% -9,200 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 28,472 $786K 0.08% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 28,426 $785K <0.01% +2,721 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 27,447 $758K 0.32% -354 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 27,406 $757K 0.48% -1,353 13F-HR Timeline SeedSafe Financial LLC More: the full row for SeedSafe Financial LLC 26,844 $741K 0.53% -582 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 26,033 $719K 0.03% +16,730 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 25,408 $702K 0.01% -330 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 25,003 $691K 0.34% -100 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 24,521 $688K 0.02% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 24,606 $680K <0.01% +331 13F-HR Timeline Group Harbor Group, Inc. More: the full row for Harbor Group, Inc. 24,020 $663K 0.08% -1,339 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 24,011 $663K 0.03% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 23,970 $662K 0.03% +106 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 23,965 $662K 0.02% -3,947 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 23,838 $658K 0.04% -1,304 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 23,570 $651K 0.31% +15 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 25,764 $649K 0.01% -13 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 22,312 $636K 0.39% +5,463 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 22,051 $609K <0.01% +82 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 22,013 $608K <0.01% -6,694 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 21,750 $601K <0.01% +2,403 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 21,684 $599K 0.01% +2,340 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 20,781 $574K <0.01% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 20,470 $565K 0.03% -5 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 20,121 $556K 0.31% 0 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 19,784 $546K 0.14% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 19,759 $546K <0.01% +924 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 19,534 $540K 0.13% +141 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 19,351 $534K 0.02% +5,438 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 19,060 $526K <0.01% +100 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 19,060 $526K 0.03% +100 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 18,912 $522K 0.01% +533 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 18,876 $521K 0.03% -8,217 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 18,124 $501K <0.01% -3,478 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 17,827 $492K <0.01% +970 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 17,754 $490K 0.01% -1,146 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 17,702 $489K 0.3% +1,416 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 17,217 $476K <0.01% +90 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 17,162 $474K <0.01% -1,883 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. 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