VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 3,624,957 $237M <0.01% +78,593 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,506,060 $98.6M 0.01% +1,102,882 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,316,871 $86.3M 0.07% +4,367 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 816,012 $53.5M 4.16% +198,676 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 555,459 $36.4M 0.01% +26,076 13F-HR/A Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 456,580 $29.9M 0.33% +28,105 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 365,833 $24M 0.01% +24,691 13F-HR Timeline Group Angeles Investment Advisors, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for Angeles Investment Advisors, LLC 302,740 $19.8M 1.12% +74,330 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 301,167 $19.5M 0.44% +7,599 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 271,542 $17.8M 8.5% +1,317 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 266,038 $17.4M <0.01% -17,395 13F-HR Timeline Group Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 262,144 $17.2M 0.12% +26,267 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 261,155 $17.1M 0.03% -17,310 13F-HR Timeline Group Prime Buchholz LLC More: the full row for Prime Buchholz LLC 260,500 $17.1M 5.45% +43,978 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 243,425 $15.9M 10.96% +1,772 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 239,397 $15.7M <0.01% -18,093 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 234,285 $15.3M 2.05% +3,203 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 214,922 $14M <0.01% -1,813 13F-HR Timeline Group LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 190,339 $12.5M 4.6% +2,512 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 182,548 $12M 0.72% -5,096 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 167,839 $11M 0.41% -81,638 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 166,471 $10.9M 0.02% -415 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 164,905 $10.8M +4,030 Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 158,314 $10.4M 2.62% -3,901 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 153,683 $10.1M 3.11% +99,907 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 150,935 $9.89M 0.22% +30,551 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 148,797 $9.75M 0.82% +7,344 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 148,434 $9.72M 1.38% -835 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 144,380 $9.46M 0.01% +10,921 13F-HR Timeline Group Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 142,037 $9.3M 8.24% -12,680 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 139,283 $9.12M 0.11% -1,057 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 127,552 $8.35M 4.76% +477 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 127,112 $8.33M 0.79% -726 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 119,042 $7.84M 0.3% +5,403 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 118,257 $7.75M <0.01% +1,544 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 112,972 $7.4M 0.4% +4,748 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 112,664 $7.38M <0.01% +160 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 105,749 $6.93M 0.07% -1,094 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 101,409 $6.62M 0.01% +9,792 13F-HR Timeline Group Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 100,429 $6.58M 2.71% +495 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 94,441 $6.19M 0.02% +4,867 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 92,933 $6.04M 0.16% -8,531 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 91,966 $6.02M 0.95% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 91,378 $5.99M 0.02% -2,348 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 86,334 $5.65M 0.13% +106 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 85,016 $5.57M <0.01% -11,706 13F-HR Timeline Group Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 82,556 $5.41M 0.13% -8,714 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 81,913 $5.37M 0.01% -1,562 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 81,715 $5.35M 3.59% +959 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 81,304 $5.33M 0.51% +911 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 81,185 $5.32M 0.86% -2,058 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 79,355 $5.2M -520 Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 80,170 $5.19M 0.08% -3,973 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 78,660 $5.14M 0.81% -404 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 75,283 $4.93M 0.11% +2,749 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 73,695 $4.83M 0.01% +6,491 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 72,330 $4.74M 0.08% new 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 72,073 $4.72M 0.18% +13,613 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 70,807 $4.64M 0.65% +18,291 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 70,549 $4.62M 0.01% new 13F-HR Timeline Group BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 59,155 $3.87M 1.66% -4,079 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 57,700 $3.78M 0.31% -4,650 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 54,139 $3.55M 0.09% -4,302 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 54,022 $3.54M <0.01% +14,958 13F-HR Timeline Group New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 52,301 $3.41M 3.05% -11 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 51,914 $3.4M <0.01% -23,001 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 49,030 $3.21M 0.3% -909 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 48,943 $3.21M 0.84% -242 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 47,413 $3.11M 2.44% -1,887 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 44,986 $2.95M 1.43% +1,486 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 43,486 $2.86M <0.01% -5,689 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 43,609 $2.86M <0.01% +33,562 13F-HR Timeline Group Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 43,107 $2.82M 1.01% +1,180 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 41,571 $2.72M 0.03% +6,617 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 41,322 $2.71M 0.3% +1,701 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 40,855 $2.68M <0.01% +172 13F-HR/A Timeline Group Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 40,663 $2.66M 0.68% +8,428 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 39,651 $2.6M 0.52% +722 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 39,331 $2.58M 0.46% +3,165 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 38,907 $2.55M 0.01% +3,393 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 38,239 $2.5M 1.23% -10,979 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 37,124 $2.43M 0.58% -2,371 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 36,470 $2.39M 1.7% new 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 36,122 $2.37M 0.04% +513 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 36,072 $2.36M <0.01% -13,941 13F-HR/A Timeline Group Carr Financial Group Corp More: the full row for Carr Financial Group Corp 35,941 $2.35M 0.69% +350 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 35,687 $2.34M 0.01% +222 13F-HR/A Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 34,974 $2.29M <0.01% 0 13F-HR Timeline Group GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 32,606 $2.14M 0.42% -470 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 32,301 $2.12M 0.37% +30 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 31,308 $2.05M 0.01% +1,265 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 30,136 $1.97M 0.18% -10,859 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 30,136 $1.97M <0.01% -136,883 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 29,295 $1.92M 0.01% -1,833 13F-HR Timeline MARSHALL FINANCIAL GROUP INC /ADV More: the full row for MARSHALL FINANCIAL GROUP INC /ADV 28,519 $1.87M 0.56% +383 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 28,227 $1.85M 0.2% -715 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 26,661 $1.75M 0.01% -2,023 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 26,110 $1.71M 0.63% new 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 26,008 $1.7M 0.09% -1,012 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 25,060 $1.64M 0.18% -768 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 24,581 $1.61M 0.28% -1,030 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 23,692 $1.55M 0.81% +1,009 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 23,085 $1.51M 0.39% 0 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 22,742 $1.51M 0.3% +4,619 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 22,824 $1.49M 0.16% +58 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 22,636 $1.48M <0.01% +11,413 13F-HR Timeline Northland Capital Management LLC More: the full row for Northland Capital Management LLC 21,551 $1.41M 0.87% +1,713 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 21,093 $1.38M 0.03% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 20,420 $1.34M 0.02% 0 13F-HR/A Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 20,261 $1.33M 0.43% -2,671 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 20,232 $1.33M 0.03% -55,951 13F-HR/A Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 20,227 $1.32M 0.33% -6,324 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 20,182 $1.32M 0.11% +756 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 19,427 $1.27M <0.01% -10,913 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 19,192 $1.26M 0.11% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 19,108 $1.25M 0.02% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 18,531 $1.21M 0.02% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 18,335 $1.2M 0.12% -3,523 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 17,883 $1.2M 0.03% +101 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 18,214 $1.19M 0.25% +4,570 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 17,941 $1.18M 0.57% -59 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 17,875 $1.17M 0.43% -778 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 17,860 $1.17M 0.03% +381 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 17,630 $1.15M 0.03% -11,405 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 17,585 $1.15M 0.58% +2 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 17,356 $1.14M <0.01% -704 13F-HR Timeline Group Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 17,174 $1.12M 0.2% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 17,079 $1.12M 0.02% -2,929 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 16,899 $1.11M 0.01% +332 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 16,820 $1.1M 1.04% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 16,539 $1.08M 0.61% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 16,432 $1.08M 0.01% new 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 16,264 $1.07M <0.01% +3,450 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 15,937 $1.04M <0.01% +1,727 13F-HR Timeline Group AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 15,866 $1.04M 0.92% -151 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 15,862 $1.04M 0.04% -858 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 15,634 $1.03M 0.04% +254 13F-HR Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 15,200 $996K 1.26% +1,301 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 15,029 $984K 0.18% +1,729 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 14,800 $969K 0.15% -1,351 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 14,475 $948K 0.13% -94 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 14,473 $948K 0.62% +1,615 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 14,189 $929K 0.18% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 14,153 $927K 0.01% +9,299 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 13,643 $894K 0.14% +4,078 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 13,632 $893K 0.01% +7,445 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 13,005 $852K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 12,775 $837K 0.02% -325 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 12,710 $833K 0.9% 0 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 12,541 $821K 0.7% +123 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 12,485 $818K 0.02% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 12,482 $818K 0.01% +2,285 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 11,996 $786K 0.01% -139 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 11,973 $784K <0.01% +5,060 13F-HR Timeline Group Values Added Financial LLC More: the full row for Values Added Financial LLC 11,790 $772K 0.37% -3,053 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 11,706 $767K <0.01% +71 13F-HR Timeline Group WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 11,635 $762K 0.08% -979 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 11,604 $760K 0.13% +113 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 11,545 $756K 0.12% +576 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 11,265 $738K 0.03% +40 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 10,987 $730K 0.01% +795 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 11,092 $727K 0.01% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 10,950 $717K 0.01% +950 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 10,885 $713K 0.06% -118 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 10,700 $701K 0.2% 0 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 10,476 $686K 0.12% -3,667 13F-HR Timeline ANB BANK More: the full row for ANB BANK 10,467 $686K 0.31% +166 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 10,322 $676K 0.02% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 10,237 $671K 0.01% -146 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 10,107 $662K <0.01% +9,336 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 9,914 $649K 0.01% -435 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 9,840 $644K -25 Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 9,633 $631K 0.03% -134 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 9,405 $616K 0.11% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 9,335 $611K 0.17% -1,271 13F-HR Timeline THOMPSON DAVIS & CO., INC. 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