GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,045,932 $267M 0.03% +201,557 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,916,060 $250M 3.38% +405,094 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,385,207 $181M 0.01% -12,161 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 964,765 $126M 0.01% +24,194 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 826,334 $108M -20,788 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 716,227 $93.4M 0.05% +95,868 13F-HR Timeline Group LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 540,000 $70.4M 2.79% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 374,873 $48.9M 0.01% +7,198 13F-HR Timeline Group Starr Indemnity & Liability Co More: the full row for Starr Indemnity & Liability Co 364,098 $47.5M 12.59% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 329,634 $43M 0.01% +24,549 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 309,484 $40.4M 0.01% +1,671 13F-HR Timeline Group Savant Capital, LLC More: the full row for Savant Capital, LLC 308,501 $37.6M 0.11% +147,365 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 281,849 $36.7M 0.01% +42,123 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 263,058 $34.3M 0.01% -4,651 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 251,422 $32.8M 0.01% +27,305 13F-HR Timeline Group C V STARR & CO INC More: the full row for C V STARR & CO INC 227,427 $29.7M 15.83% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 225,150 $29.4M 0.03% +108,690 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 216,259 $28.2M 0.21% +57,706 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 182,027 $23.7M 3.89% +5,510 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 176,964 $22.9M <0.01% -9,117 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 148,192 $19.3M 0.38% +289 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 145,277 $18.9M 0.08% -4,247 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 142,946 $18.6M 0.33% +23,814 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 121,800 $15.9M 0.02% -2,992 13F-HR Timeline Group NWM ADVISORS, LLC More: the full row for NWM ADVISORS, LLC 121,546 $15.8M 12.48% +10,416 13F-HR/A Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 105,480 $13.8M 1.54% +17,621 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 101,477 $13.2M 0.07% -3,771 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 95,378 $12.4M 0.02% +1,712 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 93,167 $12.1M 0.01% +2,355 13F-HR Timeline Group Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 90,278 $11.8M 5.3% -838 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 87,607 $11.4M 0.01% -39,279 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 85,263 $11.1M 3.09% -28 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 81,865 $10.7M 4.03% -215 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 79,504 $10.4M 0.03% -720 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 76,621 $9.99M 0.02% -21,013 13F-HR/A Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 74,317 $9.69M 0.18% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 73,550 $9.59M 0.09% new 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 83,696 $9.57M 6.05% +4,045 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 70,617 $9.21M 0.01% new 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 69,565 $9.07M 0.02% +4,998 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 65,112 $8.49M 0.01% +100 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 64,929 $8.47M 0.54% +4,852 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 55,295 $7.21M 0.78% +10,500 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 54,746 $7.14M 0.63% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 53,979 $7.04M 0.01% +1,507 13F-HR Timeline Group HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 49,445 $6.45M 1.73% 0 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 49,355 $6.44M 0.87% -31,545 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 48,593 $6.34M 0.02% -6,527 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 48,062 $6.27M 0.34% -584 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 46,703 $6.09M 0.35% -4,547 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 44,676 $5.83M 0.08% -1,941 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 44,059 $5.75M 0.06% -1,165 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 41,997 $5.48M 0.12% +18 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 40,698 $5.31M 0.02% +4,071 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 40,119 $5.23M 0.02% +302 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 38,715 $5.05M 0.01% +19,041 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 37,075 $4.83M 0.71% +1,559 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 36,939 $4.82M 3.9% +168 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 35,656 $4.65M <0.01% new 13F-HR Timeline Group FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 34,408 $4.49M 0.25% -275 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 33,918 $4.42M <0.01% +3,311 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 32,264 $4.21M 0.07% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 30,737 $4.01M 0.29% -1,425 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 30,274 $3.95M 0.35% -56 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 30,088 $3.92M <0.01% -332 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 29,872 $3.85M <0.01% +9,778 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 29,084 $3.79M <0.01% -3,872 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 28,728 $3.75M 0.07% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 28,637 $3.73M 0.22% +220 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 28,347 $3.7M 1.5% +8,953 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 27,852 $3.63M <0.01% +5,055 13F-HR Timeline Group EQ LLC More: the full row for EQ LLC 27,639 $3.6M 0.89% +983 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 27,592 $3.6M 0.02% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 26,584 $3.47M 0.03% +1,197 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 25,671 $3.35M 0.01% +1,946 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 25,256 $3.29M 0.49% -7 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 24,863 $3.24M 0.74% +559 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 24,856 $3.24M 0.04% +1,931 13F-HR Timeline Group TIAA group of 2 filers holding More: the full row for TIAA 24,198 $3.16M +20,489 Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 23,907 $3.12M 0.06% +23,347 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 23,490 $3.06M 0.01% 0 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 22,925 $2.99M 0.01% -1,965 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 21,552 $2.81M <0.01% +8,269 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 21,156 $2.76M 0.02% +160 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 20,922 $2.73M 1.72% -1,201 13F-HR Timeline Provident Co of the Employees of the He… More: the full row for Provident Co of the Employees of the Hebrew University LTD 20,714 $2.7M 2.07% new 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 20,660 $2.69M 0.27% 0 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 19,657 $2.56M 1.53% -331 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 18,200 $2.37M 0.05% 0 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 18,081 $2.36M 0.03% +6,094 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 17,798 $2.32M 1.12% -5,738 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 17,056 $2.22M 0.02% +2,294 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 17,036 $2.22M 0.05% +8,230 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 16,962 $2.21M 0.02% +4,284 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 16,967 $2.2M <0.01% -1,581 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 16,023 $2.09M -2 Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 15,348 $2M <0.01% +2,830 13F-HR Timeline Group Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 15,028 $1.96M 0.17% -768 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 15,021 $1.96M 0.87% +11,640 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 14,921 $1.95M 0.63% +27 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 14,753 $1.92M 0.08% -125 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 14,120 $1.84M 0.28% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 13,877 $1.81M <0.01% +2,689 13F-HR/A Timeline Group Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 13,691 $1.79M 0.58% -82 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 13,613 $1.78M 0.05% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 12,659 $1.65M 0.02% -475 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 12,228 $1.62M 0.08% -346 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 12,266 $1.6M 0.05% +2,466 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 12,246 $1.6M <0.01% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 11,363 $1.48M 0.58% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 11,321 $1.48M <0.01% +1,866 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 11,182 $1.46M <0.01% +1,025 13F-HR Timeline Group Pachira Investments Inc. More: the full row for Pachira Investments Inc. 11,072 $1.44M 0.54% +1,869 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 10,947 $1.43M 0.22% -467 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 10,900 $1.42M 0.45% -150 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 10,812 $1.39M +5,951 Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 10,461 $1.36M 0.01% -34 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 10,461 $1.36M 0.27% -34 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 10,205 $1.33M 0.08% 0 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 10,060 $1.31M 0.14% 0 13F-HR Timeline Group Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 9,954 $1.3M 0.09% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 9,828 $1.28M 0.1% +2,021 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 9,494 $1.24M 0.4% new 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 9,425 $1.23M 0.01% -3,002 13F-HR Timeline Group Base Wealth Management LLC More: the full row for Base Wealth Management LLC 9,419 $1.23M 0.57% -876 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,289 $1.21M 0.03% -402 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 9,198 $1.2M 0.01% +6,346 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 10,407 $1.19M 0.05% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,907 $1.16M <0.01% +8,412 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 8,677 $1.13M 0.01% -3,575 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 8,458 $1.1M 0.12% -606 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 8,099 $1.06M 0.44% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 7,967 $1.04M 0.04% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,550 $984K <0.01% -259 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,512 $973K 0.03% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,588 $968K 0.02% -244 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 7,382 $963K <0.01% -1,499 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,257 $946K 0.01% -84 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 7,211 $940K <0.01% -119 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 7,210 $940K 0.01% +148 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 7,101 $926K <0.01% -5,773 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 7,078 $923K -225 Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,898 $899K <0.01% +99 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 6,807 $888K 0.1% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 6,817 $873K <0.01% +1,241 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,458 $842K <0.01% +78 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 6,452 $841K 0.04% 0 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 6,452 $841K 0.55% +30 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,314 $823K 0.02% -191 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 6,211 $810K 0.05% -9 13F-HR Timeline Kranot Hishtalmut Le Morim Ve Gananot H… in group Kranot Hishtalmut Le Morim Ve… More: the full row for Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 6,090 $794K 0.03% new 13F-HR Timeline Group HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 6,073 $792K 0.29% -560 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 6,073 $792K 0.03% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,043 $788K <0.01% +36 13F-HR Timeline Group Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 6,015 $784K 0.19% +61 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 5,934 $774K 0.15% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 5,906 $770K 0.04% -16 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 5,890 $768K 0.27% -283 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 5,812 $758K 0.22% -293 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,781 $754K <0.01% new 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,738 $748K 0.04% +150 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,731 $747K 0.01% -437 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,672 $740K <0.01% -3,886 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5,670 $739K 0.1% -818 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 5,605 $731K 0.08% -481 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 5,548 $724K 0.3% +7 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 5,519 $720K 0.13% -21 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 5,362 $699K 0.08% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 5,286 $689K 0.02% -752 13F-HR Timeline Group STAR Financial Bank More: the full row for STAR Financial Bank 5,014 $654K 0.27% 0 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 4,997 $652K 0.09% +13 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,770 $622K 0.02% -300 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 4,720 $616K 0.1% -10 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,667 $609K 0.02% -66 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 4,658 $607K 0.03% +26 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 4,628 $603K 0.07% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 4,590 $599K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,268 $557K 0.03% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 4,231 $552K 0.25% -15 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 4,200 $548K 0.05% -40 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,031 $526K <0.01% -50 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 3,984 $520K 0.04% -8 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 4,000 $514K 0.2% -8 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. 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