NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 302,286,734 $7.48B 4.61% +4,533,317 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 185,695,369 $4.6B 11.93% +4,917,272 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 152,570,229 $3.78B 7.67% -4,385,050 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 116,338,040 $2.88B 6.32% +4,858,558 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 47,134,843 $1.17B 0.79% +5,277,974 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 21,209,364 $525M 0.99% -651,134 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 21,192,861 $525M 0.56% +570,984 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 19,146,190 $474M 0.68% -1,257,676 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 15,506,947 $384M 5.27% +1,573,298 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 12,623,820 $312M 0.38% -1,309,604 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 12,487,960 $309M 3.27% -40,038 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 12,209,080 $302M 2.37% +1,310,281 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 12,175,392 $301M 0.02% -6,752,758 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,995,681 $247M 0.29% +1,044,246 13F-HR Timeline Group Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 9,411,516 $233M 5.02% +479,302 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,901,238 $220M 0.33% -221,277 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 8,408,940 $208M 9.38% +358,776 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,345,201 $201M 0.1% +1,879,833 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/ 7,478,304 $185M 0.01% +2,538,166 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 7,317,057 $181M 4.97% +118,781 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,007,246 $173M 0.75% +822,308 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 6,911,388 $171M 7.09% +184,011 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 6,904,650 $171M 9.92% +20,077 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 6,885,220 $171M 0.24% +181,862 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 6,635,933 $164M +1,626,434 Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,613,376 $164M 5.98% +1,523 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 6,402,151 $158M 0.17% new 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 6,221,234 $154M 0.04% +136,280 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 6,097,616 $151M 11.96% +150,077 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 5,847,506 $145M 12.17% -73,177 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,831,941 $144M 0.03% +55,252 13F-HR/A Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,683,178 $141M 0.22% +59,298 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,609,716 $140M 0.31% -3,681,999 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 5,533,237 $137M 4.21% -193,311 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,375,922 $133M 0.01% +104,792 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 4,879,355 $121M +1,462,379 Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,579,118 $113M 0.85% +15,681 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,430,297 $110M 1.27% -1,403,120 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,182,884 $104M 0.02% +312,598 13F-HR/A Timeline Group JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 4,116,077 $102M 2.8% -124,577 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 4,042,225 $100M 0.11% +460,868 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,922,881 $97.1M -23,310 Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,613,363 $89.4M 7.71% -12,255 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,563,500 $88.2M 0.88% -630,773 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 3,536,409 $87.5M 1.07% +784,566 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 3,481,790 $86.2M 5.59% -25,672 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,258,891 $80.7M 1.91% -263,541 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 3,251,680 $80.5M 1.79% -127,291 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,218,486 $79.7M 0.21% +284,417 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,143,277 $77.8M 0.11% +463,238 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,125,753 $77.4M 0.41% +186,451 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,112,346 $77M 3.97% +13,360 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,957,285 $73.2M 0.01% -281,752 13F-HR Timeline Group OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,806,554 $69.5M 8.63% +220,629 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,705,673 $67M 0.02% +205,079 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,656,034 $65.7M 0.18% -264,933 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,560,398 $63.4M 0.48% +1,153,940 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 2,470,899 $61.2M 14.36% +20,654 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 2,426,744 $60.1M 6.67% -1,005,995 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,381,566 $58.9M 0.36% -27,917 13F-HR Timeline Group Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 2,328,048 $57.6M 12.26% -2,442 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,188,851 $55M 0.95% +1,593 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,208,619 $54.7M 10.48% +13,587 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 2,045,299 $50.6M 0.79% +804,863 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,027,127 $50.2M 0.7% +127,736 13F-HR Timeline Group Matrix Trust Co More: the full row for Matrix Trust Co 2,015,802 $49.9M 8.29% -5,588 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,907,799 $47.2M 0.27% +6,249 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,890,225 $46.8M 2.3% -94,762 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,880,859 $46.6M 1.85% -4,019 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,868,703 $46.3M 2.05% +45,488 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,854,408 $45.9M 5.72% +30,789 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,847,119 $45.7M 0.08% +89,696 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,825,535 $45.2M 0.12% +278,991 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,813,550 $44.9M 2.17% -27,053 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,798,668 $44.5M 0.72% -561,580 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,736,627 $43M 0.82% -88,083 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,729,716 $41.5M <0.01% +629,762 13F-HR/A Timeline Group Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,673,285 $41.4M 6.53% +34,861 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 1,627,397 $40.3M 0.02% +867,253 13F-HR Timeline Group Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,618,896 $40.1M 5.57% +26,926 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 1,562,897 $38.7M 4.98% +190,811 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 1,538,351 $38.1M 11.53% +16,672 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 1,482,356 $36.7M 4.6% +32,903 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,470,297 $36.4M 8.44% +265,025 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,414,506 $35M 0.64% +51,001 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,413,474 $35M 0.23% -22,652 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 1,374,068 $34M 26.77% -19,260 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,313,947 $32.5M 0.05% -655,580 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 1,305,257 $32.3M 6.89% +33,391 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,285,163 $31.8M 1.31% +561 13F-HR Timeline LCW Services, LLC More: the full row for LCW Services, LLC 1,282,583 $31.7M 15.77% +76,845 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,264,073 $31.3M 4.02% +276,762 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,261,856 $31.2M 0.99% -133,794 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,172,640 $31.1M 1% -8,768 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,247,016 $30.9M 2.47% +115 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 1,241,459 $30.7M 8.67% -8,638 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 1,274,748 $30.6M 2.79% -56,391 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,215,330 $30.1M 1.29% +136,900 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,212,048 $30M 8.73% -11,539 13F-HR/A Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,206,817 $29.9M 0.24% +40,494 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 1,186,723 $29.4M 2.25% +105,665 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,182,692 $29.3M 0.52% -31,508 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,160,052 $29.2M 0.28% +241,821 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,172,413 $29M 0.05% +7,616 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1,154,813 $28.6M 6.82% -326,240 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 1,149,146 $28.4M 11.94% +7,619 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,145,614 $28.4M 7.23% +801 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 1,136,035 $28.1M 12.39% +28,311 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 1,132,786 $28M 0.49% -19,520 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,123,076 $27.8M 3.03% +36,461 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 1,113,799 $27.6M 9.6% +1,886 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,103,071 $27.3M 0.05% -48,252 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,101,452 $27.3M 1.12% +16,639 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,100,950 $27.2M 0.21% -80,135 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 1,036,722 $27.1M 0.88% +1,553 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,089,722 $27M 1.97% +50,573 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,089,602 $27M 4.37% -16,608 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 1,083,673 $26.8M 0.38% -68,187 13F-HR/A Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,074,279 $26.6M 3.07% -11,983 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,070,991 $26.5M 7.34% -41,910 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 1,066,203 $26.4M 2.74% 0 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 1,060,554 $26.2M 14.34% +25,009 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,050,120 $26M 3.38% +1,457 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 1,046,042 $25.9M 11.38% +241,724 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,019,447 $25.2M 1.41% -18,330 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,018,620 $25.2M 1.87% +15,048 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 999,638 $24.7M 0.9% +134,374 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 996,300 $24.7M 1.8% +20,817 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 965,577 $23.9M 2.68% +352,083 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 964,585 $23.9M 1.7% +284,259 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 962,569 $23.8M 11.61% -3,210 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 958,363 $23.7M 3.07% +123,153 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 954,146 $23.6M 0.09% -22,813 13F-HR/A Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 952,201 $23.6M 0.26% +594,346 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 933,897 $23.1M 0.11% -66,242 13F-HR Timeline Group ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 929,601 $23M 13.91% -10,998 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 923,441 $22.9M 4.68% +8,352 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 922,916 $22.8M 0.12% -543,508 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 916,518 $22.7M 7.62% -10,218 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 913,719 $22.6M 5.21% +125,358 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 889,185 $22M 3.99% +26,936 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 887,805 $22M 7.56% -36,985 13F-HR/A Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 874,865 $21.7M 5.05% +93,345 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 872,481 $21.6M 1.4% +104,969 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 866,102 $21.4M 1.5% +5,416 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 864,057 $21.4M 11.37% +3,980 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 860,982 $21.3M 4.4% +7,411 13F-HR/A Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 856,903 $21.2M 0.04% +208,182 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 856,265 $21.2M 2.78% +35,742 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 844,500 $20.9M 0.27% -2,654 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 843,326 $20.9M 0.34% -5,540 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 832,795 $20.6M 2.3% +26,875 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 825,252 $20.4M <0.01% +174,575 13F-HR Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 821,161 $20.3M 3.89% +6,956 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 815,401 $20.2M 8.53% +5,880 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 811,818 $20.1M 5.35% -99,130 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 810,459 $20.1M 0.54% +597,492 13F-HR Timeline Essex LLC More: the full row for Essex LLC 802,934 $19.9M 3.51% +10,188 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 792,046 $19.6M 0.02% +119,157 13F-HR Timeline Group Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 788,468 $19.5M 4.27% -22,198 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 788,468 $19.5M 3.04% -22,198 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 743,203 $19.4M 10.05% +69,874 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 770,682 $19.1M 0.83% +10,820 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 695,632 $19M 0.39% +13,037 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 756,706 $18.7M 1.68% +71,860 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 754,267 $18.7M 0.09% -17,058 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 748,277 $18.5M 1.99% -12,156 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 746,672 $18.5M 1.76% -51,907 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 746,237 $18.5M 2.09% -1,037 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 745,202 $18.4M 5.2% -43,090 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 744,320 $18.4M 3.88% +7,850 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 674,398 $18.4M 8.6% +83,872 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 726,820 $18M 6.41% 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 713,571 $17.9M 1.34% +11,806 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 724,580 $17.9M 0.02% +188,030 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 719,480 $17.8M 0.41% -25,314 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 717,988 $17.8M 5.59% +31,772 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 710,476 $17.6M 0.1% +73,201 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 698,930 $17.3M 7.6% +1,813 13F-HR Timeline Garde Capital, Inc. 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More: the full row for Compound Planning, Inc. 681,765 $16.9M 0.52% -32,169 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 679,997 $16.8M 2.78% +22,185 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 675,175 $16.7M 0.35% -84,219 13F-HR Timeline Sentinel Advisory Group, LLC More: the full row for Sentinel Advisory Group, LLC 674,993 $16.7M 8.14% 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 672,336 $16.6M 3.38% +2,279 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 669,670 $16.6M 1.58% +403,013 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 667,274 $16.5M 2.13% -6,780 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 666,281 $16.5M 3.37% -645,634 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 660,774 $16.4M 6.9% -45,756 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 657,658 $16.3M 0.24% +14,849 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 646,762 $16M 1.07% +383 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 644,162 $15.9M 4.68% -3,369 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 635,214 $15.7M 0.06% -55,450 13F-HR Timeline Group SCHWERIN BOYLE CAPITAL MANAGEMENT INC More: the full row for SCHWERIN BOYLE CAPITAL MANAGEMENT INC 632,381 $15.7M 1.99% -74,119 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 627,770 $15.5M 4.21% +67,184 13F-HR Timeline Momentous Wealth Management, Inc. 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