JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 13,235,446 $1.08B 0.06% +11,060,519 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,236,837 $433M 0.02% +4,346,437 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/ 4,643,540 $384M 0.02% +3,987,647 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 3,755,205 $310M +3,129,396 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,295,310 $272M 0.06% +2,721,795 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,593,425 $214M 0.05% +2,190,751 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,888,763 $156M 0.03% +1,576,001 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,715,087 $142M 2.6% +1,448,110 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,632,640 $135M 0.02% +1,443,353 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,446,481 $120M 0.03% +1,212,452 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,174,283 $97.1M 0.11% +987,242 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,080,873 $89.3M 0.12% +867,521 13F-HR/A Timeline Group Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 1,054,603 $87.1M 9.4% +874,638 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 908,664 $75.1M 2.17% +759,041 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 899,562 $74.3M +718,135 Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 876,607 $72.4M 0.43% +759,005 13F-HR Timeline Group Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 839,154 $69.3M 18.36% +731,832 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 832,385 $68.8M 0.31% +757,257 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 711,922 $58.8M 0.07% +596,008 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 620,540 $51.3M 0.05% +453,890 13F-HR Timeline Group PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 564,186 $46.6M 3.14% +470,669 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 563,003 $46.5M +468,904 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 562,721 $46.5M 0.04% +469,937 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 515,413 $42.6M 2.1% +452,568 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 492,640 $40.7M 0.02% +438,668 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 458,376 $37.9M 0.03% +384,476 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 451,874 $37.3M 0.08% +373,527 13F-HR/A Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 445,787 $36.4M 0.51% +366,632 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 439,091 $36.3M 0.01% +365,510 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 455,097 $36.3M 0.01% +391,220 13F-HR Timeline Group Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 383,497 $31.7M 8.94% +320,858 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 375,834 $31.1M +319,282 Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 374,994 $31M 21.83% +313,189 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 369,250 $30.5M 0.19% +306,431 13F-HR/A Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 365,063 $30.2M 1.12% +303,893 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 358,268 $29.6M 2.46% +298,037 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 347,334 $28.7M 0.34% +344,039 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 315,822 $26.1M 0.05% +263,335 13F-HR Timeline Steffes Financial, Ltd. More: the full row for Steffes Financial, Ltd. 315,325 $26.1M 11.25% +263,913 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 310,959 $25.7M 0.03% +258,452 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 307,148 $25.4M 0.03% +256,456 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 299,972 $24.8M 0.03% +251,873 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 287,480 $23.8M 5.37% +242,104 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 284,264 $23.5M 0.05% +245,799 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 283,598 $23.4M 9.7% +237,143 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 282,925 $23.4M <0.01% +238,790 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 275,764 $22.8M 0.27% +229,725 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 275,423 $22.8M 0.11% +259,908 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 275,067 $22.7M 0.03% +241,033 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 273,418 $22.6M +226,577 Timeline ArchPoint Investors More: the full row for ArchPoint Investors 272,490 $22.5M 4.76% +227,075 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 270,459 $22.3M 0.05% +226,761 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 261,936 $21.6M 0.01% +228,219 13F-HR Timeline Group Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 258,813 $21.4M 2% +221,215 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 249,986 $20.7M 3.78% +207,563 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 241,531 $20M 0.01% +180,139 13F-HR Timeline Group Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 235,173 $19.4M 11.67% +194,921 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 150,864 $19.3M 0.06% +129,637 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 231,192 $19.1M 0.21% +191,523 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 229,992 $19M 0.5% +190,838 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 218,895 $18.1M 11.73% +181,804 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 204,219 $16.9M 0.03% +170,824 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 202,832 $16.8M 0.14% +175,284 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 202,438 $16.7M 0.5% +166,788 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 200,080 $16.5M 0.17% +170,150 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 199,789 $16.5M <0.01% +190,572 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 187,546 $15.5M 0.02% +156,370 13F-HR Timeline Group RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 183,490 $15.2M 3.18% +153,835 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 181,189 $15M 0.26% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 179,038 $14.9M 0.03% +148,801 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 178,969 $14.8M 0.28% +153,036 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 173,917 $14.4M 1.2% +144,772 13F-HR/A Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 160,980 $13.3M 0.25% +133,902 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 145,230 $12M 0.01% +122,803 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 139,803 $11.6M 0.01% +117,932 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 132,676 $11M 0.06% +124,527 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 128,749 $10.6M 0.75% +106,855 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 119,406 $10.2M 3.33% -1,749 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 122,642 $10.1M 0.91% +101,398 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 119,599 $9.88M 0.12% +99,274 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 118,652 $9.8M 0.81% +98,881 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 118,044 $9.75M 0.09% new 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 113,340 $9.36M 0.6% +93,000 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 108,152 $8.94M 0.06% +88,933 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 21,521 $8.77M <0.01% +20,426 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 106,156 $8.77M 0.14% +92,493 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 105,549 $8.72M 4.49% +88,489 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 104,576 $8.64M 0.51% +87,823 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 104,229 $8.61M 0.25% +94,486 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 103,078 $8.52M 0.03% +86,648 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 100,203 $8.28M 0.02% +83,761 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 96,676 $7.98M 0.03% +83,498 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 94,318 $7.5M +59,165 Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 90,185 $7.45M 0.06% +75,266 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 90,047 $7.44M 0.07% +75,341 13F-HR Timeline Group Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 88,695 $7.33M 2.83% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 87,873 $7.26M 0.49% +73,265 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 92,740 $7.2M 0.48% new 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 87,126 $7.2M 0.39% +72,605 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 86,196 $7.12M 0.08% +71,569 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 85,440 $7.06M <0.01% +71,750 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 81,250 $6.71M 0.01% +70,426 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 78,167 $6.46M 0.12% +66,170 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 75,745 $6.26M 1.91% +63,339 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 74,529 $6.16M 1.54% +61,823 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 72,736 $6.01M 0.03% +61,069 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 72,383 $5.98M 1.8% +64,903 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 71,560 $5.91M 2.61% +58,659 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 70,546 $5.83M 2.58% +59,126 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 69,714 $5.76M 3.88% +58,095 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 69,083 $5.71M 0.14% +55,294 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 65,616 $5.42M 1.21% +55,602 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 64,080 $5.29M <0.01% -165,740 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 63,848 $5.28M +53,542 Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 63,725 $5.26M 0.01% +49,212 13F-HR Timeline Group Anson Capital, Inc. More: the full row for Anson Capital, Inc. 63,267 $5.23M 3.4% +52,162 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 61,505 $5.08M <0.01% +54,872 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 60,144 $4.97M 0.24% +58,497 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 56,961 $4.71M 0.07% +47,055 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 56,056 $4.63M 0.02% +52,318 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 54,911 $4.54M 1.92% +45,471 13F-HR Timeline VANGUARD GROUP INC group of 3 filers holding More: the full row for VANGUARD GROUP INC 53,427 $4.41M +45,682 Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 52,884 $4.37M 0.05% +51,130 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 50,628 $4.34M 0.23% +42,212 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 51,143 $4.23M 0.35% +42,236 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 51,024 $4.22M 0.21% +42,520 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 50,354 $4.16M 0.61% +41,781 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 50,104 $4.14M 0.63% +41,481 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 49,742 $4.11M 0.03% +46,593 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 49,635 $4.1M 0.01% +44,916 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 49,382 $4.08M 0.13% +42,667 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 48,531 $4.01M 0.35% +40,417 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 48,012 $3.97M 0.32% +40,012 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 47,052 $3.89M 0.25% +39,210 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 46,266 $3.82M 1.51% +38,555 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 45,289 $3.74M 0.6% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 45,002 $3.72M 0.06% +38,022 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 44,228 $3.65M 0.02% +37,089 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 44,162 $3.65M 0.12% +37,115 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 44,112 $3.64M 0.26% +36,760 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 43,380 $3.58M <0.01% +35,394 13F-HR/A Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 42,428 $3.51M 0.01% +35,343 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 42,014 $3.47M 0.03% +38,076 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 41,317 $3.41M 0.03% -1,314 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 40,946 $3.38M 0.01% +33,729 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 40,836 $3.37M 0.02% +34,102 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 40,823 $3.37M 0.1% +34,014 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 40,062 $3.31M 0.15% +35,985 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,064 $3.2M 0.02% -1,604 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 38,583 $3.19M 0.02% +32,787 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 38,274 $3.15M 0.03% +33,240 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 37,758 $3.12M 2.35% +31,562 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 37,686 $3.11M 1.08% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 37,554 $3.1M 0.22% +31,295 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 36,108 $2.98M 0.15% +32,200 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 35,841 $2.96M <0.01% new 13F-HR Timeline Group Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 35,240 $2.91M 0.39% new 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 34,968 $2.89M <0.01% +29,523 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 34,962 $2.89M 0.71% +29,027 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 34,884 $2.88M 0.04% +29,070 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 33,374 $2.76M 0.15% +27,825 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 33,272 $2.75M 0.01% +26,836 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 33,186 $2.74M 0.34% +27,655 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 32,187 $2.66M 0.01% +30,688 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 31,938 $2.62M 0.8% +28,837 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 31,459 $2.6M 0.25% +26,126 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 31,376 $2.59M 0.02% +26,017 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 31,090 $2.57M 2.78% +26,545 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 30,798 $2.54M 0.03% +25,621 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 30,592 $2.53M 0.81% +25,393 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 30,528 $2.52M 0.34% +24,305 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 30,493 $2.52M 0.05% +28,079 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 29,289 $2.42M 0.15% +24,367 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 28,703 $2.37M 0.56% +23,719 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 28,270 $2.34M 0.01% +22,129 13F-HR Timeline Vise Technologies, Inc. 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