NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 297,753,417 $7.16B 4.53% +12,246,283 13F-HR/A Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 180,778,097 $4.35B 11.74% -5,677,571 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 156,955,279 $3.77B 7.15% -229,266 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 111,479,482 $2.68B 5.99% +1,497,065 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 41,856,869 $1.01B 0.72% +927,877 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 21,860,498 $526M 1% -512,447 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 20,621,877 $496M 0.54% -1,789,340 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 20,403,866 $491M 0.67% -17,782 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 18,928,150 $455M 0.03% +8,376,473 13F-HR/A Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 13,933,649 $335M 4.8% +945,930 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 13,933,424 $335M 0.39% -99,565 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 12,527,998 $301M 3.19% -157,295 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 10,898,799 $262M 2.09% -10,690,235 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 9,291,715 $230M 0.31% +78,707 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 9,122,515 $220M 0.33% -47,187 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,951,435 $215M 0.26% +34,152 13F-HR Timeline Group Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 8,932,214 $215M 4.74% +169,304 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 8,050,164 $194M 8.86% +733,816 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 7,198,276 $173M 4.84% +521,172 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 6,884,573 $166M 9.67% +383,158 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 6,727,377 $162M 6.94% +165,141 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 6,703,358 $161M 0.23% +16,837 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,611,853 $159M 5.37% -576,825 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,465,368 $155M 0.09% +826,113 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,184,938 $149M 0.63% +73,168 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 6,084,954 $146M 0.04% +311,086 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 5,947,539 $143M 11.04% +407,398 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 5,920,683 $142M 11.95% +91,803 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,833,417 $140M 1.71% -549,128 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,780,130 $139M 0.19% +5,016,109 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,776,689 $139M 0.03% +260,615 13F-HR Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 5,726,548 $138M 4.55% +1,022,253 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,623,880 $135M 0.21% -294,650 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 5,271,130 $127M 0.01% +68,035 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,009,499 $120M -150,558 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 4,940,138 $119M 0.01% +33,167 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,563,437 $110M 0.83% +159,098 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 4,240,654 $102M 2.87% -83,525 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 4,194,273 $101M 1.12% +257,887 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,946,191 $94.9M +235,116 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,870,286 $93M 0.02% +244,459 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,625,618 $87.2M 7.51% -35,242 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,581,357 $86.1M 0.09% +315,752 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,522,432 $84.7M 1.9% -341,438 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 3,507,462 $84.3M 5.54% +85,886 13F-HR Timeline Group BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 3,432,739 $82.5M 9.11% +171,067 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 3,416,976 $82.1M +268,278 Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 3,378,971 $81.2M 1.83% -116,345 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,239,037 $77.9M 0.01% -2,538,309 13F-HR Timeline Group FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,098,986 $74.5M 3.97% +536 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,939,302 $70.7M 0.5% +125,252 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,934,069 $70.5M 0.19% +101,035 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,920,967 $70.2M 0.17% +169,291 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,751,843 $66.6M 0.85% -41,599 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,680,039 $64.4M 0.09% +152,954 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 2,588,215 $62.2M 0.04% +2,536,570 13F-HR Timeline Group OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,585,925 $62.2M 8.08% +431,339 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,500,594 $60.1M 0.02% +81,295 13F-HR Timeline Group Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 2,450,245 $58.9M 14.37% 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,409,483 $57.9M 0.35% -5,298 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,360,248 $56.7M 0.91% +21,539 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 2,330,490 $56M 12.03% +47,606 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,195,032 $52.8M 10.02% +9,111 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,187,258 $52.6M 0.96% -21,314 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,037,714 $49M 0.01% +1,305,945 13F-HR/A Timeline Group Matrix Trust Co More: the full row for Matrix Trust Co 2,021,390 $48.6M 8.02% +64,337 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,984,987 $47.7M 2.37% -5,437 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,969,527 $47.3M 0.06% +7,859 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,901,550 $45.7M 0.26% +23,120 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,899,391 $45.7M 0.61% +71,249 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,884,878 $45.3M 1.74% +28,646 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,840,603 $44.2M 2.05% -21,332 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,824,710 $43.9M 0.83% -125,248 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,823,619 $43.8M 5.99% +9,562 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,823,215 $43.8M 1.98% +175,145 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,757,423 $42.2M 0.08% +368,186 13F-HR/A Timeline Group Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,638,424 $39.4M 6.25% +17,945 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,591,970 $38.3M 5.42% +11,645 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,546,544 $37.2M 0.1% +164,370 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 1,521,679 $36.6M 11.55% +27,510 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1,481,053 $35.6M 8.38% +48,884 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,466,424 $35.3M 0.2% -232,566 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 1,449,453 $34.8M 4.8% +43,752 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,436,126 $34.5M 0.22% +1,225 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 1,406,982 $33.8M 0.02% +49,517 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,406,458 $33.8M 0.27% +36,765 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,395,650 $33.6M 1.22% +16,609 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 1,393,328 $33.5M 24.45% +36,945 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 1,372,086 $33M 4.35% +13,871 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,363,505 $32.8M 0.59% +783,113 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 1,331,139 $32M 3.28% +5,509 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 1,311,915 $31.5M 3.19% +658,747 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,284,602 $30.9M 1.27% +29,979 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 1,271,866 $30.6M 6.6% +54,666 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 1,250,097 $30.1M 9.05% -37,712 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,181,408 $30M 1.02% -216,038 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,246,901 $30M 2.41% -6,878 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 1,240,436 $29.8M 0.52% +382 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,223,587 $29.4M 8.11% +1,902 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,214,200 $29.2M 0.51% +23,976 13F-HR Timeline LCW Services, LLC More: the full row for LCW Services, LLC 1,205,738 $29M 15.44% 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,205,272 $29M 6.75% +204,467 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,181,085 $28.4M 0.24% -50,442 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,166,323 $28M 0.23% +46,985 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,164,797 $28M 0.05% +19,466 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1,162,596 $27.9M 6.99% +11,632 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,151,323 $27.8M 0.05% +145,910 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,152,306 $27.7M 0.5% +94,856 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 1,151,860 $27.7M 0.37% -69,576 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,144,813 $27.5M 7.16% -762 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 1,141,527 $27.4M 11.78% +14,851 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 1,136,276 $27.3M 8.23% +33,544 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,112,901 $26.8M 7.68% -5,914 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 1,111,913 $26.7M 9.41% +355,013 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 1,107,724 $26.6M 11.39% +30,628 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,106,210 $26.6M 4.32% +697 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,099,954 $26.4M <0.01% +198,048 13F-HR Timeline Group Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,086,615 $26.1M 2.75% +112,785 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,086,262 $26.1M 3.08% -38,368 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,084,813 $26.1M 1.09% +2,770 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 1,081,058 $26M 1.77% +1,063,983 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,078,430 $25.9M 1.14% +29,649 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 1,066,203 $25.6M 2.77% +29,580 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,035,169 $25.5M 0.89% +34,334 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,048,663 $25.2M 2.96% +14,803 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,039,149 $25M 1.87% +41,798 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,037,777 $24.9M 1.59% +14,050 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 1,035,545 $24.9M 13.93% +17,189 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,003,572 $24.1M 2.24% +103,488 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,000,139 $24M 0.14% -27,507 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 987,311 $23.7M 3.25% +94,057 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 976,959 $23.5M 0.09% +119,604 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 975,483 $23.5M 1.76% -21,924 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 965,779 $23.2M 11.42% -16,704 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 940,599 $22.6M 13.96% +2,658 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 926,736 $22.3M 7.29% +19,833 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 924,790 $22.2M 7.79% -57,663 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 918,231 $22.1M 0.24% +231,871 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 915,089 $22M 4.56% +33,314 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 910,948 $21.9M 5.49% +12,488 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 865,264 $20.8M 0.75% +28,460 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 862,249 $20.7M 3.83% +69,750 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 860,686 $20.7M 1.36% -3,676 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 860,077 $20.7M 11.03% -6,285 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 853,571 $20.5M 4.33% +433 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 848,866 $20.4M 0.34% +41,659 13F-HR/A Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 847,154 $20.4M 0.26% -3,506 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 835,210 $20.1M 2.78% +543 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 820,523 $19.7M 2.91% +25,414 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 814,205 $19.6M 3.74% +25,730 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 810,666 $19.5M 4.28% -10,587 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 810,666 $19.5M 3.07% -10,587 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 809,521 $19.5M 8.25% +35,869 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 805,920 $19.4M 2.14% -16,308 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 804,318 $19.3M 9% +60,537 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 798,579 $19.2M 1.76% -23,243 13F-HR Timeline Essex LLC More: the full row for Essex LLC 792,746 $19.1M 3.38% +19,185 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 788,361 $19M 4.41% +85,410 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 788,292 $19M 5.3% -7,990 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 781,989 $18.8M 1.72% +727 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 781,520 $18.8M 3.96% +1,087 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 771,325 $18.5M 0.1% 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 767,512 $18.5M 1.22% +41,622 13F-HR/A Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 760,433 $18.3M 1.98% -49,748 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 760,144 $18.3M 0.01% +84,685 13F-HR Timeline Group NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 759,862 $18.3M 0.74% +26,652 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 759,394 $18.3M 0.37% -68,931 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 747,274 $18M 1.95% +27,672 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 810,881 $17.9M 5.98% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 744,794 $17.9M 0.44% -13,421 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 682,595 $17.7M 0.41% -5,712 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 736,470 $17.7M 3.73% +15,995 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 733,484 $17.6M 0.66% -8,007 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 725,541 $17.4M 1.03% -27,947 13F-HR Timeline Sherwood Financial Partners, LLC More: the full row for Sherwood Financial Partners, LLC 719,597 $17.3M 14.91% -2,003 13F-HR Timeline Compound Planning, Inc. 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