NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 309,394,253 $8.57B 4.58% +7,107,519 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 182,562,625 $5.06B 12.06% -3,132,744 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 147,700,825 $4.09B 7.27% -4,869,404 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 116,784,490 $3.23B 6.22% +446,450 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 46,025,845 $1.27B 0.75% -1,108,998 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 21,613,963 $599M 0.57% +421,102 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 20,561,168 $570M 0.96% -648,196 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 16,104,671 $446M 5.24% +597,724 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 14,444,093 $400M 0.44% +1,820,273 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 12,429,498 $344M 3.25% -58,462 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 12,281,905 $340M 0.02% +106,513 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 10,939,617 $303M 1.67% -1,269,463 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 9,888,149 $271M 0.11% +1,542,948 13F-HR Timeline Group Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 9,692,489 $268M 5.09% +280,973 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,681,325 $268M 0.28% -314,356 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 9,317,087 $258M 9.97% +908,147 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,707,217 $241M 0.3% -194,021 13F-HR/A Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 7,624,824 $211M 5.26% +307,767 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,217,108 $200M 0.73% +209,862 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 7,208,057 $200M 10.46% +303,407 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 7,201,261 $199M 0.04% +980,027 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 7,056,392 $196M 7.2% +145,004 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 7,384,337 $191M 0.23% +499,117 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,459,959 $179M 0.04% +2,277,075 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,255,699 $173M 5.68% -357,677 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 6,157,146 $171M 11.49% +59,530 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 6,136,423 $170M 0.01% -1,341,881 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 6,018,421 $167M 0.03% +186,480 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,856,966 $162M -778,967 Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,839,755 $162M 0.22% +156,577 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 5,721,529 $158M 12.03% -125,977 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,538,941 $153M 0.26% -70,775 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,495,563 $152M 0.01% +119,641 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 5,111,451 $142M +232,096 Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 4,807,713 $133M 3.6% -725,524 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 4,726,608 $131M 2.52% +1,113,245 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,686,426 $130M 0.96% +107,308 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 4,420,695 $122M +497,814 Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,325,445 $120M 1.16% -104,852 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 4,208,170 $117M 0.11% +165,945 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 4,087,794 $113M 2.74% -28,283 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,001,948 $111M 0.07% -2,400,203 13F-HR Timeline Group Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 3,879,207 $107M 5.99% +397,417 13F-HR Timeline Group BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 3,819,433 $106M 10.53% +1,392,689 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,779,494 $105M 0.96% +215,994 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,734,576 $103M 0.12% +591,299 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 3,474,533 $96.2M 1.06% -61,876 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,341,132 $92.5M 0.19% +685,098 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,260,047 $90.3M 4.16% +147,701 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,171,782 $87.9M 0.41% +46,029 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 3,170,679 $87.8M 1.83% -81,001 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,101,086 $85.9M 1.58% -157,805 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 3,037,490 $84.1M 8.91% +230,936 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,922,796 $81M 0.01% -34,489 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,668,192 $73.9M 0.02% -37,481 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,507,780 $69.5M 0.1% -16,638,410 13F-HR/A Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,506,255 $69.4M 0.4% -54,143 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 2,478,368 $68.7M 14.65% +7,469 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,384,300 $66M 10.61% +175,681 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,339,155 $64.4M 0.36% -42,411 13F-HR Timeline Group Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 2,322,186 $64.3M 11.82% -5,862 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 2,172,218 $60.2M 0.77% +126,919 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 2,196,815 $58.2M 0.17% +1,262,918 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,079,859 $57.6M 0.69% -108,992 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,069,731 $57.3M 0.69% +42,604 13F-HR Timeline Group Matrix Trust Co More: the full row for Matrix Trust Co 2,021,762 $56M 8.12% +5,960 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,969,550 $54.6M 0.21% +61,751 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,923,183 $53.3M 5.93% +68,775 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,915,581 $53.1M 0.12% +90,046 13F-HR/A Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,883,683 $52.2M 1.87% +2,824 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 1,874,736 $51.9M 0.02% +247,339 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,870,532 $51.8M 2.05% +1,829 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,861,283 $51.6M 2.23% -28,942 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,835,929 $50.9M 0.08% -11,190 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,798,968 $49.8M 0.73% +300 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,748,275 $48.1M <0.01% +18,559 13F-HR Timeline Group Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,728,851 $47.9M 6.82% +55,566 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,711,363 $47.4M 2.07% -102,187 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 1,668,792 $46.2M 5.35% +105,895 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,627,262 $45.1M 0.75% -109,365 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,607,026 $44.5M 5.7% -11,870 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,585,159 $43.9M 8.49% +114,862 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 1,570,302 $43.5M 11.6% +31,951 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 1,538,803 $42.6M 5.25% +56,447 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,522,230 $42.2M 0.67% +107,724 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,452,785 $40.2M 0.05% +138,838 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,435,447 $39.8M 0.22% +21,973 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,413,552 $39.2M 4.2% +149,479 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 1,390,488 $38.5M 25.12% +16,420 13F-HR/A Timeline LCW Services, LLC More: the full row for LCW Services, LLC 1,333,313 $36.9M 16.08% +50,730 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 1,330,742 $36.9M 6.97% +25,485 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,310,887 $36.3M 0.28% +150,835 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,305,738 $36.2M 1.33% +20,575 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,301,699 $36.1M 0.26% +94,882 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,273,951 $35.3M 1.38% +58,621 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,270,732 $35.2M 0.98% +8,876 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,264,724 $35M 0.99% +1,232,152 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 1,243,692 $34.5M 0.5% +110,906 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,236,006 $34.2M 2.52% -11,010 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 1,228,357 $34M 8.98% -13,102 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 1,192,285 $33M 0.04% +335,382 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,191,620 $33M 7.86% -20,428 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,184,331 $32.8M 2.89% +61,255 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1,175,965 $32.6M 6.9% +21,152 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,172,695 $32.5M 0.96% +55 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,167,782 $32.3M 0.05% -4,631 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,165,387 $32.3M 0.2% +64,437 13F-HR Timeline Group KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 1,162,822 $32.2M 12.19% +26,787 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 1,143,257 $31.7M 0.32% +191,056 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,133,518 $31.4M 7.19% -12,096 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,118,071 $31M 3.12% +43,792 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 1,241,123 $30.7M 2.64% -33,625 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,107,223 $30.7M 1.89% +17,501 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,096,983 $30.4M 0.09% +142,837 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 1,092,949 $30.3M 8.51% +46,907 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,096,412 $30.2M 0.83% +59,690 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,090,363 $30.2M 4.01% +761 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,081,948 $30M 1.1% -19,504 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,076,142 $29.8M 3.1% +26,022 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,075,426 $29.8M <0.01% +250,174 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 1,070,490 $29.7M 0.46% -112,202 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 1,057,659 $29.3M 0.35% -26,014 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,054,504 $29.2M 7.21% -16,487 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 1,045,964 $29M 2.74% -20,239 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,023,348 $28.3M 1.82% +27,048 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,021,329 $28.3M 1.41% +1,882 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,020,294 $28.3M 1.73% +55,709 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,019,054 $28.2M 0.92% +19,416 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 1,137,902 $28.2M 2.21% -48,821 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 999,438 $27.7M 8.54% -114,361 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 993,822 $27.5M 0.02% new 13F-HR Timeline Group CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 987,722 $27.4M 6.35% +359,952 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 985,699 $27.3M 5.09% +62,258 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 976,808 $27.1M 3.01% +18,445 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 963,932 $26.7M 1.54% +91,451 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 952,542 $26.4M 2.5% -13,035 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 947,807 $26.3M 10.93% -14,762 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 932,304 $25.8M 0.03% +207,724 13F-HR Timeline Group ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 926,996 $25.7M 13.92% -2,605 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 923,776 $25.6M 5.36% +10,057 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 918,793 $25.5M 7.48% +2,275 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 908,606 $25.2M 4.13% +19,421 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 895,562 $24.8M 4.8% +20,697 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 893,584 $24.8M 4.43% +32,602 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 891,546 $24.7M 1.51% +25,444 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 882,893 $24.5M +287,890 Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 874,202 $24.2M 10.92% +10,145 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 871,961 $24.2M 2.72% +15,696 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 862,345 $23.9M 6.36% -25,460 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 846,536 $23.4M 0.09% +92,269 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 840,851 $23.3M 0.27% -3,649 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 821,227 $22.7M 8.61% +5,826 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 819,861 $22.7M 3.87% -1,300 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 809,456 $22.4M 0.02% +17,410 13F-HR Timeline Group Downshift Financial, LLC More: the full row for Downshift Financial, LLC 804,823 $22.3M 10.12% +61,620 13F-HR Timeline Essex LLC More: the full row for Essex LLC 793,598 $22M 3.34% -9,336 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 790,195 $21.9M 4.26% +1,727 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 790,195 $21.9M 3.05% +1,727 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 781,121 $21.6M 0.46% -29,338 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 778,497 $21.6M 2.1% +32,260 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 778,325 $21.6M 6.31% +51,505 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 770,700 $21.3M 1.72% +13,994 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 762,633 $21.1M 0.83% -8,049 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 843,296 $20.9M 0.35% -30 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 740,599 $20.5M 5.76% +22,611 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 739,774 $20.5M 0.26% +64,599 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 734,893 $20.4M 1.97% -13,384 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 723,491 $20M 0.43% +4,011 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 710,111 $20M 8.54% +35,713 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 720,506 $20M 5.1% -24,696 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 719,235 $19.9M 2.78% +39,238 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 713,975 $19.8M 0.12% +251,845 13F-HR/A Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 710,794 $19.7M 1.32% -2,777 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 703,213 $19.5M 6.58% +20,661 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 691,517 $19.4M 0.38% -4,115 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 699,506 $19.4M 2.99% +9,366 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 697,932 $19.3M 7.79% -998 13F-HR Timeline Sherwood Financial Partners, LLC More: the full row for Sherwood Financial Partners, LLC 690,596 $19.1M 15.4% +962 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 680,467 $18.8M 0.49% -1,298 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 677,996 $18.8M 0.84% -15,306 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 673,896 $18.7M 4.31% +29,734 13F-HR Timeline Sentinel Advisory Group, LLC More: the full row for Sentinel Advisory Group, LLC 673,397 $18.7M 7.62% -1,596 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 672,128 $18.6M 3.48% -208 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 671,844 $18.6M 4.31% +157,549 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 671,323 $18.6M 0.24% +13,665 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 663,965 $18.4M 0.64% -25,428 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 659,973 $18.3M 1.96% -7,301 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 651,760 $18.1M 1.56% -94,912 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 650,399 $18M 3.25% -15,882 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 641,177 $17.8M 9.1% +16,831 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 636,123 $17.6M 8.12% +18,030 13F-HR Timeline SCHWERIN BOYLE CAPITAL MANAGEMENT INC More: the full row for SCHWERIN BOYLE CAPITAL MANAGEMENT INC 632,381 $17.5M 2.15% 0 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 631,962 $17.5M 6.81% -28,812 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 630,720 $17.5M <0.01% +453,987 13F-HR Timeline Group Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 635,710 $17.4M 3.18% +21,852 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 625,305 $17.3M 1.85% +5,264 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 622,733 $17.2M 0.06% -12,481 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 622,450 $17.2M <0.01% +18,811 13F-HR Timeline Group Geneos Wealth Management Inc. 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