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 $296M 1.14% 0 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,480,035 $163M 1.94% +196,864 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,458,143 $162M 0.1% +340,226 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 5,119,249 $129M 0.09% +4,883,829 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,833,284 $122M 0.4% +67,533 13F-HR/A Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,315,083 $109M <0.01% -708,202 13F-HR Timeline Group Polianta Ltd More: the full row for Polianta Ltd 4,233,000 $106M 14.13% +599,000 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,498,266 $88M 0.01% +91,589 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,374,114 $84.9M 3.1% +89,484 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 3,076,181 $77.4M 0.01% -408,505 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,489,929 $62.6M 0.3% +29,220 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 2,080,016 $52.3M 1.04% +39,277 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,856,406 $46.7M 0.01% +79,142 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 1,731,090 $43.5M 6.59% +40,932 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 1,596,022 $40.1M 1.51% +32,215 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,579,103 $39.7M 2.62% +45,534 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 1,506,303 $37.9M -328,650 Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,380,206 $34.7M 0.01% -20,762 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,379,901 $34.7M 0.42% +80,735 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,308,833 $32.9M 0.03% +59,083 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 946,879 $23.8M <0.01% +44,914 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/ 857,459 $21.6M <0.01% +99,623 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 855,851 $21.5M <0.01% +826,590 13F-HR/A Timeline Group Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 850,332 $21.4M 1.15% +1,839 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 814,076 $20.5M 0.01% +377,963 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 798,651 $20.1M 0.03% new 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 700,000 $17.6M <0.01% 0 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 696,479 $17.5M 1.47% +5,972 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 686,583 $17.3M <0.01% +11,272 13F-HR/A Timeline Group Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 676,301 $17.2M 2.81% +11,657 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 652,418 $16.4M 2.11% +114,676 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 589,225 $14.8M 6.97% +26,465 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 582,428 $14.6M 0.02% new 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 505,471 $12.7M 0.9% +252 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 504,122 $12.7M 2.66% +39,985 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 494,490 $12.4M 1.02% -94,301 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 491,027 $12.3M 3.26% +19,487 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 469,217 $11.8M 0.48% -14,580 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 469,145 $11.8M 3.5% new 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 433,236 $10.9M 2.05% +11,954 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 407,876 $10.3M 0.75% +39,480 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 366,588 $9.22M 0.01% +6,206 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 348,928 $8.78M 0.01% +20,968 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 340,636 $8.57M 0.33% -18,211 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 342,507 $8.49M 2.69% new 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 330,801 $8.32M 0.86% +7,160 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 305,013 $7.67M 0.01% -26,361 13F-HR Timeline Group Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 296,298 $7.45M 1.57% -7,235 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 291,166 $7.32M +65,247 Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 283,222 $7.12M 3.02% +45,310 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 281,290 $7.07M 0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 240,770 $6.06M 0.05% +28,159 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 235,387 $5.92M +92,567 Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 235,330 $5.92M 3.09% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 211,300 $5.31M 0.7% +27,361 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 189,396 $4.76M 2.2% +8,556 13F-HR Timeline GP Brinson Investments LLC More: the full row for GP Brinson Investments LLC 186,339 $4.69M 2.13% 0 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 179,714 $4.51M 0.01% 13F-HR Timeline Group Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 177,000 $4.45M 0.01% -116,000 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 169,942 $4.27M 0.06% +23,401 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 137,670 $3.75M 2.41% +17,883 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 148,074 $3.72M 0.09% -94,354 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. 146,691 $3.69M 0.01% +2,100 13F-HR/A Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 136,181 $3.46M 0.55% +15,312 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 131,690 $3.31M <0.01% new 13F-HR Timeline Group Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 131,418 $3.31M 0.2% +11 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 130,850 $3.29M <0.01% +47,419 13F-HR Timeline Group Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 128,087 $3.22M 0.82% -12,117 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 122,643 $3.08M <0.01% new 13F-HR Timeline Group Manske Wealth Management More: the full row for Manske Wealth Management 122,135 $3.07M 0.86% +3,356 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 121,016 $3.04M 0.38% +15,771 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 120,655 $3.03M 2.67% +6,465 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 115,637 $2.86M <0.01% +25,630 13F-HR Timeline Group COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 111,943 $2.82M 0.63% +2,270 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 109,646 $2.76M 0.42% -5,135 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 108,226 $2.72M 1.18% +2,691 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 106,726 $2.68M 0.01% 0 13F-HR Timeline Group RS CRUM INC. More: the full row for RS CRUM INC. 104,815 $2.64M 0.51% +2,000 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 100,470 $2.53M 0.05% new 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 100,199 $2.52M 0.01% -48,911 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 100,134 $2.52M 0.01% +5,359 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 93,955 $2.36M 0.44% +15,381 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 92,933 $2.34M 1.26% +7,560 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 91,677 $2.31M 0.25% -67 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 90,187 $2.27M 0.28% -34,020 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 86,763 $2.18M 0.05% -3,148 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 84,877 $2.13M 0.1% -5,153 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 83,540 $2.1M <0.01% -9,956 13F-HR Timeline Group COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH… More: the full row for COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 82,400 $2.07M 0.01% -57,600 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 79,420 $2M 0.11% +30 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 79,045 $1.99M 0.08% new 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 78,630 $1.98M 0.12% +765 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 77,934 $1.96M 0.59% +8,289 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 73,784 $1.86M 0.11% +15,262 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 72,763 $1.83M <0.01% +22,212 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 69,325 $1.74M <0.01% -14,674 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 69,221 $1.74M 0.45% +3,846 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 69,123 $1.74M 0.01% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 67,085 $1.72M <0.01% -19,911 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 67,617 $1.7M 0.05% -2,623 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 61,529 $1.55M 0.11% +46,432 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 61,102 $1.54M 0.04% -52,073 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 58,562 $1.47M 0.09% -5,728 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 57,101 $1.44M 0.01% +18,049 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 50,724 $1.39M 0.02% -4,491 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 55,928 $1.39M <0.01% -3,404 13F-HR/A Timeline Group MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 53,093 $1.34M 0.74% 0 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 51,803 $1.3M 0.87% +2,302 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 51,776 $1.3M 0.44% +1,180 13F-HR Timeline 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 50,563 $1.27M <0.01% +9,439 13F-HR Timeline Group Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 48,253 $1.21M 0.82% +193 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 46,002 $1.16M 0.06% -370 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 46,274 $1.15M 0.11% 0 13F-HR Timeline Group Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 45,393 $1.14M 0.45% -1,661 13F-HR Timeline Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 44,823 $1.13M 0.57% +3,190 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 44,597 $1.12M <0.01% +2,006 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 $1.1M <0.01% 0 13F-HR Timeline Group NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 43,075 $1.08M 0.04% new 13F-HR Timeline Group North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 42,915 $1.08M 0.61% +6 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 41,721 $1.05M <0.01% -1,156 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 41,236 $1.04M <0.01% +6,722 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 40,084 $1.01M 0.26% -3,992 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 38,390 $966K 0.01% 0 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 38,101 $945K 0.04% +6,431 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 36,925 $929K 0.01% -2,502 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 33,536 $843K 0.1% -398 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 33,509 $843K 0.02% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 32,259 $811K 0.03% +341 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 30,939 $778K 0.04% +122 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 30,902 $777K <0.01% +2,340 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 30,379 $764K 0.08% +1,630 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 29,605 $745K 0.16% +1,701 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 28,759 $723K 0.47% -750 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 28,707 $722K <0.01% +25,196 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 27,942 $703K <0.01% +702 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 27,912 $702K 0.02% -11,147 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 27,801 $699K 0.42% -1,088 13F-HR Timeline SeedSafe Financial LLC More: the full row for SeedSafe Financial LLC 27,426 $690K 0.57% +1 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 27,093 $681K 0.04% -11,036 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 25,777 $648K 0.01% -294,677 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 25,738 $647K 0.01% -294,686 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 25,705 $646K <0.01% -585 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 25,359 $638K 0.09% -2,160 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 25,142 $632K 0.04% -4,052 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 25,103 $631K 0.34% -135 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 24,275 $611K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 24,521 $608K 0.02% -4,055 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 24,011 $604K 0.03% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 23,864 $600K 0.03% -179 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 23,555 $592K 0.34% +1,542 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 21,969 $553K <0.01% +5,627 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 21,602 $549K 0.01% +1,989 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 20,475 $515K 0.03% +1,355 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 20,121 $506K 0.29% 0 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 19,784 $498K 0.14% +226 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 19,393 $488K 0.13% +98 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 19,347 $487K <0.01% -2,235 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 19,344 $486K 0.01% -1,664 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 19,045 $479K <0.01% +4 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 18,960 $477K <0.01% -885 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 18,960 $477K 0.03% -885 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 18,900 $475K 0.02% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 18,835 $474K <0.01% +802 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 18,811 $473K 0.08% -610 13F-HR Timeline Group 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 18,730 $471K 0.44% 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 18,605 $468K <0.01% +681 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 18,379 $462K 0.01% +770 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 16,849 $456K 0.32% 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 17,006 $428K <0.01% -398 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 17,127 $427K <0.01% +36 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 16,976 $427K <0.01% 0 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 16,924 $426K 0.01% -5,806 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 16,857 $424K <0.01% -21,821 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 16,531 $416K 0.03% +343 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 16,430 $413K <0.01% +617 13F-HR Timeline Group Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 16,286 $410K 0.29% -11,747 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 15,067 $379K 0.36% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 14,518 $365K 0.01% +6,176 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 14,514 $365K 0.02% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 14,240 $358K <0.01% -5,378 13F-HR/A Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 14,187 $357K 0.04% -41,269 13F-HR Timeline Moors & Cabot, Inc. 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