NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 331,705,736 $7.33B 5.34% -16,386,474 13F-HR Timeline Group Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 184,001,503 $4.07B 12.18% -790,075 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 159,968,464 $3.54B 7.06% -10,397,160 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 109,691,724 $2.42B 6.24% +4,920,805 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 41,355,792 $914M 0.78% +98,651 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 22,942,141 $507M 1.08% -653,434 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 21,922,381 $484M 0.61% +272,113 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 21,525,356 $476M 2.67% +1,065,094 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 20,840,936 $461M 0.61% -786,822 13F-HR/A Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 13,545,100 $299M 0.38% -973,842 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 12,964,048 $287M 3.18% -172,302 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 12,520,142 $277M -188,533 Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 11,576,097 $256M 4.3% +4,014,391 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 10,353,865 $229M 0.01% +852,751 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 9,612,699 $212M 0.48% -456,849 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 9,316,311 $207M 0.34% -37,301 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,822,688 $195M 0.28% -77,682 13F-HR Timeline Group Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 8,570,431 $189M 4.56% -50,512 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,258,961 $161M 6.09% +458,604 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 6,700,587 $148M 7.12% +81,985 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 6,655,981 $147M 0.26% +22,463 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 6,556,228 $145M 7.93% +63,947 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,553,549 $145M 1.92% -3,473,866 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 6,279,163 $139M 4.4% -161,228 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 6,170,411 $136M 9.27% -347,824 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,867,033 $130M 0.21% -151,774 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 5,821,759 $129M 11.92% -205,262 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 5,560,420 $123M 0.04% +620,121 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,537,524 $122M 0.61% -124,905 13F-HR/A Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,194,465 $115M 0.01% -132,752 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,145,742 $114M 0.02% +622,602 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,878,673 $108M 0.08% +657,141 13F-HR Timeline Group Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 4,839,092 $107M 9.51% +357,356 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 4,804,438 $106M 4.1% +790,573 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/ 4,737,930 $105M 0.01% +270,405 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,410,971 $97.5M 1.16% +235,613 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 4,403,203 $97.3M 2.95% +19,102 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 4,094,703 $90.5M 2.41% +3,675,894 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,822,791 $84.5M 0.02% -21,318 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,764,614 $83.2M 3.16% +3,753,737 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,709,536 $82M 1.04% +138,166 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,663,182 $81M 7.7% +22,535 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 3,582,392 $79.2M 1.97% -135,835 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,427,311 $75.7M 0.12% +1,680,303 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,413,654 $75.4M +264,115 Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 3,308,478 $73.1M 8.98% +1,163,229 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,291,539 $72.7M 0.26% +288,986 13F-HR Timeline Group Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 3,214,073 $71M 5.33% -290,618 13F-HR Timeline Group FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,110,308 $68.7M 3.97% -84,351 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,999,265 $66.3M 0.01% +522,656 13F-HR/A Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 2,859,928 $63.2M 0.88% -177,769 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,651,415 $58.6M 0.17% -109,260 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,589,410 $57.2M 0.01% +188,186 13F-HR Timeline Group Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 2,510,756 $55.5M 6.64% -70,216 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,457,149 $54.3M 0.44% -177,101 13F-HR Timeline Group Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 2,419,768 $53.5M 14.17% -40,655 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,346,247 $51.9M 0.93% +93,819 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,335,881 $51.6M 0.09% -276,778 13F-HR/A Timeline Group Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 2,278,495 $50.4M 11.85% +14,767 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,188,366 $48.4M 0.02% +125,615 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,113,428 $46.7M 1.01% -137,812 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 2,110,524 $46.6M 0.07% -5,340,313 13F-HR Timeline Group Matrix Trust Co More: the full row for Matrix Trust Co 2,052,409 $45.4M 7.22% +19,446 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 2,011,239 $44.4M 8.23% -73,231 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,010,894 $44.4M 0.32% +770,917 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,010,019 $44.4M 9.87% +174,165 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,961,550 $43.4M 0.06% +76,698 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,901,395 $42M 0.29% +233,428 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,881,382 $41.6M 2.28% -10,332 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,874,331 $41.4M 6.5% +162,342 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,831,774 $40.5M 1.48% +35,605 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,829,904 $40.4M 7.98% -35,542 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 1,781,173 $39.4M 0.22% +27,001 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,760,024 $38.9M 0.41% +273,769 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,733,768 $38.3M 0.62% +509,369 13F-HR Timeline Group Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,663,875 $36.8M 7.3% -70,913 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,572,175 $34.7M 5.66% +24,340 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,536,938 $34M 1.73% -311,362 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,515,662 $33.5M 0.06% +45,222 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,392,588 $30.8M 1.25% -775 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 1,377,707 $30.4M 11.73% -3,283 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,366,254 $30.2M 0.24% -148,227 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,364,922 $30.2M 1.73% -85,682 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 1,363,373 $30.1M 4.38% +23,469 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,347,260 $29.8M 0.09% +97,721 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,327,572 $29.3M 0.32% +514 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 1,324,219 $29.3M 9.28% -4,635 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,318,500 $29.1M 2.05% +459,608 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 1,310,058 $29M 4.16% +33,006 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 1,303,424 $28.8M 23.85% +7,672 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 1,300,023 $28.7M 10.68% new 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 1,295,383 $28.6M 0.4% -44,929 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 1,292,704 $28.6M 3.41% +15,081 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,274,360 $28.2M 0.53% -5,979 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1,271,836 $28.1M 7.55% +22,225 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,270,080 $28.1M 2.51% -15,867 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,253,144 $27.7M 3.29% +20,681 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,252,546 $27.7M 9.15% +58,527 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,250,086 $27.6M 1.22% +17,749 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 1,248,796 $27.6M 0.7% +1,082,577 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1,233,156 $27.3M 7.44% +6,408 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,226,124 $27.1M 7.98% -44,568 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,219,371 $26.9M 0.06% +9,913 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,144,526 $25.3M 7.19% -24,240 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 1,128,560 $24.9M 6.43% +14,234 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,113,654 $24.6M 4.81% -10,004 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,101,763 $24.3M 1.09% +4,240 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 1,096,016 $24.2M 8.21% -8,706 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,094,909 $24.2M 2.72% +371,310 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 1,092,908 $24.2M 11.79% +5,083 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 1,090,727 $24.1M 3.04% +7,061 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 1,072,499 $23.7M 10.64% +14,732 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,062,250 $23.5M 0.21% +43,550 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,053,689 $23.3M 0.21% new 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,029,505 $22.8M 1.03% +5,341 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 989,497 $21.9M 1.59% +4,594 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 983,587 $21.7M 11.24% -16,201 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 983,068 $21.7M 8.75% +945,648 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 970,909 $21.6M 0.92% +58,963 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 969,524 $21.4M 1.55% +23,612 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 957,859 $21.2M 1.82% +43,107 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 955,803 $21.1M 0.48% -9,267 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 951,028 $21M 0.78% new 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 950,444 $21M 14.1% +99,829 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 946,141 $20.9M 6.44% +386,953 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 945,290 $20.9M 2.73% +41,961 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 939,774 $20.8M 13.93% +23,163 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 928,957 $20.5M 5.79% +28,140 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 920,172 $20.3M 2.16% -235,335 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 898,148 $19.8M 0.14% -21,691 13F-HR/A Timeline Group Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 881,804 $19.5M 6.17% +12,835 13F-HR Timeline Group ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 867,975 $19.2M 8.1% -42,203 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 863,074 $19.1M 0.27% +165 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 861,569 $19M 8.97% +12,560 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 859,056 $19M 4.83% +7,472 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 859,056 $19M 3.39% +7,472 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 858,567 $19M 1.34% +3,206 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 852,831 $18.8M 10.86% +470 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 852,336 $18.8M 0.41% +471,219 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 846,559 $18.7M 2.26% -19,753 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 838,597 $18.5M 4.31% +57,265 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 835,711 $18.5M 2.11% -121,474 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 831,574 $18.4M 0.42% +36,751 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 828,197 $18.3M 2.99% +7,347 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 823,047 $18.2M 4.44% +95,894 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 818,515 $18.1M 5.92% +185,703 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 810,656 $17.9M 1.88% -25,608 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 810,422 $17.9M 5.59% +14,908 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 804,946 $17.8M 0.74% -9,950 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 803,443 $17.8M 3.67% -1,633 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 786,268 $17.4M 0.09% -84,425 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 784,875 $17.3M 3.56% -14,300 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 783,093 $17.3M <0.01% -93,111 13F-HR Timeline Group Essex LLC More: the full row for Essex LLC 778,219 $17.2M 3.39% +35,722 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 783,939 $17.2M 2.79% +71,169 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 769,942 $17M 3.75% -92,760 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 769,248 $17M 7.63% +30,265 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 764,627 $16.9M 3.02% -13,846 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 758,319 $16.8M 0.66% -35,552 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 748,436 $16.5M 4.16% +584,132 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 747,027 $16.5M 6.96% -12,437 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 746,286 $16.5M 2.56% -109,678 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 743,151 $16.4M 5.61% -16,895 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 743,141 $16.4M 7.11% -544,459 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 741,254 $16.4M 0.88% -7,514 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 736,762 $16.3M 0.69% -28,343 13F-HR Timeline Sherwood Financial Partners, LLC More: the full row for Sherwood Financial Partners, LLC 728,325 $16.1M 14.75% -41,987 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 724,600 $16M 3.1% -52,821 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 717,846 $15.9M 0.6% -95,747 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 715,024 $15.8M 3.69% -905 13F-HR Timeline SCHWERIN BOYLE CAPITAL MANAGEMENT INC More: the full row for SCHWERIN BOYLE CAPITAL MANAGEMENT INC 706,500 $15.6M 1.74% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 702,502 $15.5M 0.43% +598,805 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 700,100 $15.5M 0.42% +44,005 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 692,866 $15.3M 2.13% -25,774 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 691,827 $15.3M 5.76% +12,807 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 687,946 $15.2M 1.34% -128,345 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 681,534 $15.1M 0.3% +43,461 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 657,324 $14.5M 1.14% +68,252 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 653,755 $14.4M 0.24% -67,722 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 653,127 $14.4M 1.23% -56,391 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 652,915 $14.4M 1.93% -3,250 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 647,452 $14.3M 12.78% +9,849 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 641,391 $14.2M 3.05% +135,946 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 640,323 $14.2M 9.14% -5,073 13F-HR Timeline MARSHALL FINANCIAL GROUP INC /ADV More: the full row for MARSHALL FINANCIAL GROUP INC /ADV 636,887 $14.1M 4.21% -19,123 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 629,580 $13.9M 6.82% -11,016 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 628,536 $13.9M 1.73% +32,669 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 625,260 $13.8M 1.44% +57,148 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 622,448 $13.8M 3.55% +50,765 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 613,702 $13.6M 4.63% +25,494 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 613,460 $13.6M 0.08% +37,544 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 612,912 $13.5M 7.34% -147,679 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 602,267 $13.3M 1.12% +2,619 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 600,233 $13.3M 2.83% +8,722 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 597,633 $13.2M 2.92% +41,116 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 597,141 $13.2M 1.32% +50,233 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 583,857 $12.9M 0.08% +30,852 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 569,419 $12.6M 2.53% +35,200 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 562,117 $12.4M 6.55% -7,545 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 558,332 $12.3M 0.53% -4,651 13F-HR Timeline