JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,174,927 $852M 0.06% -2,711 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 890,400 $363M 0.02% +41,751 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/ 655,893 $267M 0.02% -18,413 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 625,809 $255M +1,240 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 573,515 $234M 0.06% -8,263 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 402,674 $164M +22,969 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 312,762 $127M 0.03% +3 13F-HR/A Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 266,977 $109M 2.26% +10,392 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 234,029 $95.4M 0.03% +56,601 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 229,820 $93.7M 0.08% new 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 213,352 $87M 0.12% -11,031 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 189,287 $77.2M 0.02% -17,142 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 187,041 $76.4M 0.11% -8,811 13F-HR Timeline Group Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 179,965 $73.4M 8.93% -10,819 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 166,650 $67.9M 0.08% +4,978 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 149,623 $61M 2.02% +5,110 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 181,427 $60.1M +35,808 Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 117,602 $52.1M 0.34% +8,668 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 115,914 $47.4M 0.07% +6,585 13F-HR Timeline Group Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 107,322 $43.8M 10.36% +5,688 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 94,099 $38.4M -480 Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 93,517 $38.1M 3.12% +900 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 92,784 $37.8M 0.04% -1,317 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 79,155 $36.6M 0.54% -5,336 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 78,347 $31.9M 0.08% -18,321 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 75,128 $30.6M 0.14% +1,848 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 73,900 $30.1M 0.03% +1,394 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 73,581 $30M 0.01% -11,344 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 62,845 $25.6M 1.46% +4,997 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 62,819 $25.6M 0.19% +8,868 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 62,639 $25.5M 8.46% +1,649 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 63,877 $25.2M 0.01% +15,538 13F-HR Timeline Group Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 61,805 $25.2M 20.47% -15,888 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 61,392 $25M 0.02% 0 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 61,170 $24.9M 1.05% -481 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 60,231 $24.6M 2.33% -684 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 56,552 $23.1M -17,298 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 53,972 $22M 0.01% +3,779 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 52,507 $21.4M 0.03% -14,242 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 52,487 $21.4M 0.05% +176 13F-HR Timeline Steffes Financial, Ltd. More: the full row for Steffes Financial, Ltd. 51,412 $21M 11.06% +4,060 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 50,692 $20.7M 0.03% +2,417 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 48,099 $19.6M 0.03% +2,292 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 46,841 $19.1M +13,373 Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 46,455 $18.9M 8.95% +2,924 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 46,039 $18.8M 0.26% +317 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 45,415 $18.5M 4.41% 0 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 45,376 $18.5M 4.85% +7,517 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 44,135 $18M <0.01% +20,025 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 43,698 $17.8M 0.05% +13,276 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 42,423 $17.3M 3.56% +2,127 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 40,252 $16.4M 11.04% +689 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 39,669 $16.2M 0.21% +13,312 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 39,154 $16M 0.51% -2,117 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 38,465 $15.7M 0.04% -1,186 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 37,598 $15.3M 1.59% +2,846 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 37,091 $15.1M 10.57% +158 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 35,650 $14.5M 0.48% +3,585 13F-HR Timeline Group Coastline Complete Wealth LLC More: the full row for Coastline Complete Wealth LLC 34,406 $14M 8.69% +32,439 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 34,034 $13.9M 0.02% +399 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 33,717 $13.7M 0.01% +7,087 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 33,395 $13.6M 0.03% +4,322 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 31,610 $12.9M 0.02% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 31,176 $12.7M 0.02% +1,932 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 30,237 $12.5M 0.03% -2,361 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 29,930 $12.2M 0.14% +21,597 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 29,655 $12.1M 3.05% -11,629 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 29,145 $11.9M 1.19% -93 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 27,548 $11.2M 0.12% +21,392 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 27,078 $11M 0.27% +89 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 25,933 $10.6M 0.23% +3,269 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 121,155 $9.77M 3.5% +99,891 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 22,427 $9.15M 0.01% -4,842 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 21,894 $8.93M 0.73% -39 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 21,871 $8.92M 0.01% -1,441 13F-HR Timeline Group Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 21,244 $8.66M 0.87% -821 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 21,227 $8.65M 0.04% +532 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 20,340 $8.29M 0.65% +5 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 20,325 $8.29M 0.12% -5,228 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 19,771 $8.06M 0.81% -12 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 19,219 $7.83M 0.06% -20,328 13F-HR Timeline Group EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 17,060 $6.96M 4% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 16,753 $6.83M 0.47% +124 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 16,442 $6.7M 0.02% -1,335 13F-HR/A Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 16,430 $6.7M 0.02% -813 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 15,515 $6.33M 0.03% -1,157 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 14,919 $6.08M 0.06% -209 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 14,706 $6M 0.07% -2,866 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 14,627 $5.96M 0.07% +4,978 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 14,608 $5.96M 0.61% -5 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 14,521 $5.92M 0.37% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 14,513 $5.92M 0.01% -116 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 13,789 $5.62M 0.16% +377 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 13,690 $5.58M <0.01% +36 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 13,663 $5.57M 0.11% +155 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 13,178 $5.37M 0.03% +173 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 13,152 $5.36M 0.21% -914 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 12,929 $5.27M 0.59% -682 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 12,901 $5.26M 2.73% -31 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 12,706 $5.18M 1.72% -158 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 12,406 $5.06M 1.76% +888 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 11,997 $4.89M 0.11% +938 13F-HR/A Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 11,667 $4.76M 0.03% +2,133 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 11,619 $4.74M 3.77% 0 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 11,420 $4.66M 2.44% 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 11,105 $4.53M 3.1% +571 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,898 $4.44M 0.01% +871 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 10,824 $4.41M 0.01% +1,576 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 10,306 $4.2M +38 Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 9,906 $4.04M 0.07% -798 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 9,743 $3.97M 0.14% +170 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 10,014 $3.97M 1.71% -52 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 9,567 $3.9M 0.07% new 13F-HR Timeline Group R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 9,440 $3.85M 1.84% -700 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 9,217 $3.76M <0.01% -66,860 13F-HR Timeline Group TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 9,004 $3.67M 0.02% +3,238 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 8,907 $3.64M 0.35% -384 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 8,623 $3.52M 0.67% -539 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 8,573 $3.49M 0.57% -256 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,504 $3.47M 0.19% -124 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 8,416 $3.43M 0.24% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 8,149 $3.32M 0.03% -77 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 8,114 $3.31M 0.35% +60 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 8,000 $3.26M 0.31% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 7,986 $3.26M <0.01% +1,634 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 7,842 $3.2M 0.23% 0 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 7,745 $3.16M new Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 7,711 $3.14M 1.56% -308 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 7,480 $3.05M 1.06% +2,576 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 7,352 $3M 0.25% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,217 $2.94M 0.01% -736 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 7,139 $2.91M 0.02% new 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 42,631 $2.9M 0.02% +35,763 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 7,085 $2.89M <0.01% -2,143 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,047 $2.87M 0.11% -56 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 6,980 $2.85M 0.05% -1,968 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,809 $2.78M 0.09% -292 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,734 $2.75M 0.02% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,715 $2.74M 0.1% -2,915 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 35,153 $2.72M +29,418 Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 6,633 $2.7M <0.01% +2,166 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,498 $2.65M 0.04% +465 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,436 $2.62M 0.01% +498 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 6,259 $2.55M 0.2% -41 13F-HR Timeline Group Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 6,196 $2.53M 2.17% +222 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,141 $2.5M 0.01% +1,624 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 6,223 $2.44M 0.37% -601 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 5,935 $2.42M 0.72% +5,041 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,814 $2.37M 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,796 $2.36M 0.01% -299 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 5,549 $2.26M 0.15% -37 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 5,531 $2.25M 0.46% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,445 $2.22M <0.01% -256 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,359 $2.21M 0.02% +707 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 5,333 $2.17M 0.24% +285 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,243 $2.14M 0.04% 0 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 5,199 $2.12M 0.73% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,177 $2.11M 0.03% -21 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,034 $2.09M 0.02% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 5,075 $2.07M 0.47% +5 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 4,984 $2.03M 0.57% -62 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,922 $2.01M 0.14% +97 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,857 $1.98M 0.09% +943 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,730 $1.93M 0.06% +118 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,719 $1.92M <0.01% -491 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,668 $1.9M 0.02% +2,409 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 4,545 $1.85M 2.28% -219 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,498 $1.83M <0.01% -7,988 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,410 $1.8M 0.02% +796 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,383 $1.79M <0.01% -110 13F-HR Timeline Group GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 4,371 $1.78M 1.1% -205 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 4,242 $1.73M 1.37% -1,212 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,149 $1.69M <0.01% +634 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,134 $1.69M 0.08% +50 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 4,077 $1.66M 0.1% -2,600 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,045 $1.65M 0.02% +213 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 4,023 $1.64M 0.47% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,938 $1.61M 0.02% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,935 $1.6M 0.03% +36 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,908 $1.59M 0.09% +880 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. 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