VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 3,819,560 $265M <0.01% +194,603 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,617,562 $112M 0.01% +111,502 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,292,899 $89.7M 0.07% -23,972 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 617,714 $42.9M 5.56% -198,298 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 573,800 $39.8M 37.96% 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 566,477 $39.3M 0.01% +11,018 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 494,475 $34.3M 3.46% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 457,022 $31.7M 0.35% +442 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 379,428 $26.3M 0.01% +13,595 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 305,871 $21.2M 0.44% +4,704 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 303,451 $21.1M 0.15% +41,307 13F-HR Timeline Group Prime Buchholz LLC More: the full row for Prime Buchholz LLC 289,930 $20.1M 11.05% +29,430 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 275,512 $19.1M 7.61% +3,970 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/ 256,356 $17.8M <0.01% -9,682 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 255,488 $17.7M <0.01% +40,566 13F-HR Timeline Group Refined Wealth Management More: the full row for Refined Wealth Management 240,811 $16.7M 10.73% -2,614 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 238,742 $16.6M 0.03% -22,413 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 235,045 $16.3M 2.05% +760 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 228,021 $15.8M <0.01% -11,376 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 181,657 $12.6M +16,752 Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 190,265 $12.5M 4.59% -74 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 179,251 $12.4M 0.69% -3,297 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 166,693 $11.6M 0.02% +222 13F-HR Timeline Group Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 154,862 $10.7M 0.84% +6,065 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 154,829 $10.7M 3.07% +1,146 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 154,561 $10.7M 0.01% +10,181 13F-HR Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 154,011 $10.7M 2.53% -4,303 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 151,072 $10.5M 0.21% +137 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 147,533 $10.2M 0.98% -901 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 144,220 $10M 0.01% +62,307 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 139,218 $9.66M 0.11% -65 13F-HR Timeline Group Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 138,810 $9.63M 7.77% -3,227 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 131,461 $9.12M <0.01% +13,204 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 126,797 $8.8M 0.07% +21,048 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 124,428 $8.63M 0.76% -2,684 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 122,682 $8.41M 0.01% +21,273 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 120,807 $8.38M 0.29% +1,765 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 117,308 $8.14M 0.41% +4,336 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 117,107 $8.12M 3.17% +16,678 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 112,617 $7.81M <0.01% -47 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 108,750 $7.54M 0.01% +86,114 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 103,644 $7.19M 0.11% +31,314 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 100,685 $6.98M 0.15% +14,351 13F-HR Timeline Angeles Investment Advisors, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for Angeles Investment Advisors, LLC 94,830 $6.58M 0.43% -207,910 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 93,438 $6.48M 0.02% -1,003 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 93,199 $6.47M 0.02% +1,821 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 91,184 $6.33M 0.86% -782 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 86,464 $6M 2.73% -41,088 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 84,522 $5.95M 0.13% -8,411 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 85,419 $5.93M 3.71% +3,704 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 85,003 $5.9M <0.01% -13 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 82,390 $5.72M 0.48% +1,086 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 81,720 $5.67M 0.13% -836 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 81,218 $5.63M 0.08% +1,048 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 80,025 $5.55M 0.01% +6,330 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 78,985 $5.48M 0.11% +3,702 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 76,723 $5.32M 0.79% -1,937 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 76,716 $5.32M 0.81% -4,469 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 72,600 $5.04M 0.02% +36,913 13F-HR/A Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 72,073 $5M 0.18% 0 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 70,816 $4.91M -8,539 Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 70,822 $4.91M 0.62% +15 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 68,755 $4.77M 0.19% +68,615 13F-HR Timeline Group New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 61,951 $4.3M 4% +9,650 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 57,691 $4M <0.01% +3,669 13F-HR Timeline Group BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 57,519 $3.99M 1.56% -1,636 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 54,654 $3.79M 0.09% +515 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 57,700 $3.78M 0.31% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 53,912 $3.74M <0.01% +1,998 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 51,014 $3.54M <0.01% +7,405 13F-HR Timeline Group DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 48,946 $3.4M 0.82% +3 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 47,818 $3.32M 0.3% -1,212 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 46,576 $3.23M 2.36% -837 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 45,258 $3.14M 0.53% +5,927 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 44,769 $3.11M <0.01% new 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 44,390 $3.08M 0.02% new 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 43,926 $3.05M 1.38% -1,060 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 42,411 $2.99M 1% -696 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 42,123 $2.92M 0.66% +1,460 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 41,696 $2.89M 0.03% +125 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 41,538 $2.88M 0.28% +216 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 41,134 $2.85M 0.78% +5,193 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 40,194 $2.79M 0.5% +543 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 39,609 $2.75M 0.01% +702 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 37,528 $2.63M <0.01% -5,958 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 37,954 $2.63M 0.05% +17,722 13F-HR/A Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 37,104 $2.63M 0.81% 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 35,917 $2.49M 0.04% -205 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 35,181 $2.44M 0.53% -1,943 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 34,550 $2.4M 0.01% +3,242 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 34,249 $2.38M 0.44% +1,643 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 33,380 $2.32M 1.22% -3,090 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 33,457 $2.29M <0.01% -2,615 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 31,481 $2.18M <0.01% -3,493 13F-HR Timeline Group West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 31,372 $2.18M 0.36% -929 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 29,900 $2.07M 0.27% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 29,631 $2.06M 0.01% +2,970 13F-HR Timeline MARSHALL FINANCIAL GROUP INC /ADV More: the full row for MARSHALL FINANCIAL GROUP INC /ADV 28,573 $1.98M 0.55% +54 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 28,093 $1.95M 0.2% -134 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 27,871 $1.93M 0.01% -1,424 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 26,008 $1.8M 0.08% 0 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 25,292 $1.75M 0.69% -818 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 24,658 $1.71M 0.03% +3,565 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 24,225 $1.68M 0.27% -356 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 23,576 $1.64M 0.81% -116 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 23,174 $1.61M 0.16% -1,886 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 23,146 $1.61M 0.01% +9,514 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 22,949 $1.59M 0.16% +125 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 22,385 $1.55M 0.38% -700 13F-HR Timeline Northland Capital Management LLC More: the full row for Northland Capital Management LLC 21,676 $1.5M 0.88% +125 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 21,386 $1.48M 0.01% +4,954 13F-HR/A Timeline Group Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 20,517 $1.42M 0.27% +3,343 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 20,305 $1.41M 0.1% +123 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 20,287 $1.41M 0.01% +3,388 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 20,017 $1.39M 0.02% -403 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Caprock Group, LLC More: the full row for Caprock Group, LLC 20,404 $1.38M 0.03% 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 19,807 $1.37M 0.41% -454 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 19,678 $1.37M <0.01% +2,322 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 19,527 $1.35M <0.01% +100 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 19,464 $1.35M 0.28% +1,250 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 19,320 $1.34M 0.11% +128 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 19,274 $1.34M 0.11% -10,862 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 19,108 $1.33M 0.02% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 18,295 $1.3M 0.03% +412 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 18,604 $1.29M 0.3% -1,623 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 18,365 $1.27M 0.12% +30 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 17,967 $1.25M 0.55% +26 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 17,662 $1.23M <0.01% +1,398 13F-HR/A Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 17,333 $1.2M 0.03% -297 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 17,079 $1.18M 0.02% 0 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 16,946 $1.18M 0.4% -929 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 16,826 $1.17M 0.14% new 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 16,753 $1.16M 0.54% +214 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 16,716 $1.16M 0.03% -1,144 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 16,610 $1.15M 0.53% -975 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 16,212 $1.12M <0.01% +6,105 13F-HR Timeline Group AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 16,048 $1.11M 0.82% +182 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 16,038 $1.11M <0.01% +101 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 15,725 $1.1M 0.04% +91 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 15,434 $1.07M 0.04% -428 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 14,827 $1.06M 0.65% +354 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 15,279 $1.06M 0.01% +5,042 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 15,267 $1.06M 0.18% +238 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 14,804 $1.03M 0.01% +651 13F-HR Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 14,770 $1.02M 0.83% -430 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 14,792 $1.02M 0.02% -3,739 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 14,691 $1.02M 0.13% +216 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 14,189 $984K 0.17% 0 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 13,643 $946K 0.14% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 13,500 $936K 0.04% +4,300 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 13,216 $917K 0.02% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 13,005 $902K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 12,875 $893K 0.02% +100 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 12,869 $893K 0.12% -1,931 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 12,841 $891K 0.25% new 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 12,760 $885K 0.37% -4,060 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 12,627 $876K 0.68% +86 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 12,445 $863K <0.01% +472 13F-HR Timeline Group Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 12,371 $858K 0.81% -339 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 12,250 $850K 0.09% +5,212 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 11,972 $830K 0.01% -24 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 11,790 $818K 0.36% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 11,752 $815K <0.01% +46 13F-HR Timeline Group TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 11,678 $810K 0.13% +74 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 11,635 $807K 0.08% 0 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 11,610 $805K 0.12% +65 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 11,400 $791K 0.01% +450 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 11,393 $790K 0.01% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 11,140 $773K <0.01% new 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 10,989 $770K 0.01% +2 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 11,092 $769K 0.02% 0 13F-HR/A Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 11,019 $764K <0.01% -29,836 13F-HR Timeline Group Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 10,700 $742K 0.2% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 10,641 $737K 0.03% -624 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 10,607 $736K <0.01% new 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 10,521 $730K 0.05% -364 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 10,655 $725K <0.01% -1,827 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 10,405 $722K 0.64% new 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 10,332 $717K 0.02% +10 13F-HR Timeline ANB BANK More: the full row for ANB BANK 10,216 $709K 0.29% -251 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 9,951 $690K 0.01% +37 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 9,893 $686K +53 Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 9,706 $673K 0.12% -770 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 9,602 $666K 0.02% -31 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 9,567 $664K 0.17% +232 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 9,150 $645K 0.27% +80 13F-HR Timeline Compound Planning, Inc. 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