BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,373,549 $136M 0.01% +73,800 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 910,201 $89.8M 0.01% -114,364 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 854,799 $84.4M 0.02% +109,166 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 853,272 $84.2M 0.02% +815,554 13F-HR/A Timeline Group LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 750,000 $74M 3.01% -150,000 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 486,406 $48M 0.04% +27,774 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 380,759 $37.6M 0.66% +109,234 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 308,127 $30.4M 0.01% +16,313 13F-HR Timeline Group Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 303,747 $29.2M 6.27% -45,452 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 292,247 $28.8M 0.01% -42,048 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 252,047 $24.9M 0.01% -2,184 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 239,380 $23.6M 0.01% +14,437 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 201,158 $19.9M <0.01% +53,801 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 195,972 $19.3M <0.01% +26,125 13F-HR/A Timeline Group Francis Financial, Inc. More: the full row for Francis Financial, Inc. 191,464 $18.9M 4.6% +34,839 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 187,637 $18.6M 0.01% +134,220 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 162,315 $15.6M 0.09% -3,834 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 149,666 $14.8M 0.02% +1,470 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 137,796 $13.6M 1.62% -966 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 132,189 $13M 0.34% +6,780 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 112,955 $11.1M 0.02% -30,750 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 111,961 $11.1M 0.09% +9,430 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 107,430 $10.6M 0.36% +6,712 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 106,743 $10.5M 0.02% +18,084 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 106,572 $10.5M 0.09% -9,710 13F-HR/A Timeline Group Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 103,959 $10.3M 7.89% -6,269 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 102,430 $10.1M 0.03% -913 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 102,342 $10.1M 0.04% +14,369 13F-HR Timeline Group SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 86,100 $8.5M 1% -40,000 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 78,778 $7.78M 1.46% +1,598 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 78,450 $7.74M 0.69% -77,823 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 77,735 $7.67M 3.69% +139 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 70,715 $6.98M 3.59% +153 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 67,512 $6.66M 0.01% +392 13F-HR Timeline Group ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 60,290 $5.95M 3.51% +1,828 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 60,272 $5.95M 0.01% +1,236 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 59,737 $5.9M 0.6% -3,075 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 58,253 $5.75M 0.02% +3,458 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 56,952 $5.62M 0.31% new 13F-HR Timeline Group HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 49,537 $4.89M 1.64% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 43,846 $4.33M 0.03% -1,501 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 43,507 $4.29M 0.01% -14,777 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 39,688 $3.92M 0.11% +27 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 39,595 $3.91M 0.3% +346 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 38,190 $3.77M 0.27% +4,085 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 38,150 $3.77M 0.03% -796 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 37,851 $3.74M 0.02% +11,120 13F-HR Timeline Group LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 37,184 $3.67M 4.04% +1,013 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 35,572 $3.62M 0.92% -592 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 36,252 $3.58M 0.05% -10,723 13F-HR Timeline Group FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 34,852 $3.44M 0.25% +65 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 34,430 $3.4M 0.01% -2,507 13F-HR Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 33,264 $3.28M 0.02% new 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 28,598 $2.82M 0.35% -300 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Keystone Financial Group More: the full row for Keystone Financial Group 28,593 $2.82M 0.29% -664 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 27,750 $2.74M <0.01% -765 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 27,124 $2.68M <0.01% +638 13F-HR Timeline Group Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 23,683 $2.34M 0.49% +6,953 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 23,211 $2.29M 0.03% +2,477 13F-HR Timeline Group SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 22,919 $2.26M 1.88% -182 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 22,446 $2.21M 0.01% -3,407 13F-HR Timeline EQ LLC More: the full row for EQ LLC 22,245 $2.2M 1.03% -152 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 20,507 $2.02M 0.02% -792 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 19,985 $1.97M 0.81% -49 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 19,830 $1.96M 0.22% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 18,891 $1.86M 0.69% +1,356 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 18,200 $1.8M 0.05% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 17,579 $1.74M 0.21% +5 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 17,162 $1.69M 1.29% 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 14,886 $1.47M 0.09% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 14,084 $1.39M 0.01% +522 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 13,920 $1.37M 0.3% new 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 13,418 $1.32M <0.01% +10 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,926 $1.28M 0.02% +4,458 13F-HR Timeline Group 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 12,530 $1.24M 0.16% -5,750 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 12,252 $1.21M 0.02% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 11,810 $1.17M +1,064 Timeline &PARTNERS More: the full row for &PARTNERS 11,698 $1.15M 0.01% +37 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 11,487 $1.13M 0.74% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 11,343 $1.12M 0.17% +361 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 11,282 $1.11M 0.19% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 11,277 $1.11M 0.08% -76 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 11,050 $1.09M 0.47% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 10,979 $1.08M 0.3% -60 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 10,916 $1.08M 0.01% +177 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 10,916 $1.08M 0.3% +171 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 10,200 $1.01M <0.01% +5,700 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 10,165 $1M 0.1% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 10,060 $993K 0.06% 0 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 10,027 $990K <0.01% -5,878 13F-HR/A Timeline Group Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 9,954 $982K 0.1% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 9,867 $974K 0.05% +151 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,727 $960K <0.01% -5,418 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 9,616 $949K 0.05% -883 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 9,457 $933K 0.01% -7,054 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 9,457 $933K 0.01% -7,054 13F-HR/A Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 9,167 $905K <0.01% +1,632 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 8,882 $877K 0.01% +2,907 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,687 $857K 0.01% +254 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 8,485 $837K 0.5% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,433 $832K 0.03% -1,320 13F-HR Timeline Group Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 8,402 $829K 0.42% new 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. 7,866 $776K 0.02% +409 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 7,538 $744K 0.01% +250 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 6,541 $737K <0.01% 0 13F-HR/A Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,265 $717K 0.01% -1,443 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 7,094 $704K 0.26% +1,227 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 7,013 $692K 0.06% +16 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 6,951 $686K 0.34% +44 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 6,918 $683K <0.01% -130 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 6,887 $680K 0.04% -62 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,825 $673K 0.02% +2,033 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 6,596 $651K 0.13% -100 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 6,592 $651K 0.28% +681 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,563 $648K 0.02% +844 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 6,488 $640K 0.08% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 6,461 $638K <0.01% +4,344 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,449 $637K 0.03% +10 13F-HR Timeline Group Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 6,433 $635K 0.05% -275 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,263 $618K <0.01% +1 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 5,846 $577K 0.5% -5,361 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 5,719 $564K 0.22% -256 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,693 $562K 0.02% +3,162 13F-HR Timeline Group 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 5,601 $553K <0.01% +3,158 13F-HR Timeline Group STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 5,574 $550K 0.47% -572 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 5,574 $550K 0.14% -572 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,544 $547K <0.01% +15 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 5,506 $543K 0.3% +17 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,230 $516K <0.01% +1,744 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,221 $515K 0.01% +7 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,126 $506K 0.03% +7 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 5,030 $496K 0.12% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,793 $473K <0.01% +1,131 13F-HR Timeline Group Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 4,787 $472K 0.11% +272 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 4,650 $459K 0.15% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,645 $458K <0.01% +1,976 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 4,628 $457K 0.08% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,610 $455K <0.01% -449 13F-HR Timeline Group Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 4,580 $452K 0.24% +225 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,572 $451K 0.03% +1 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,529 $447K 0.03% +998 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,520 $446K 0.01% -159 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,443 $439K <0.01% new 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 4,308 $425K 0.04% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,952 $390K <0.01% +177 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 3,949 $390K 0.02% +555 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 4,014 $388K 0.02% +438 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,777 $373K 0.01% +815 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,769 $372K <0.01% -8 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 3,758 $371K <0.01% 0 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 3,497 $345K 0.03% +5 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,472 $343K <0.01% -15 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,460 $342K 0.02% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 3,435 $339K <0.01% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,404 $336K 0.02% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,369 $333K 0.02% +325 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 3,317 $327K 0.14% +8 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 3,243 $320K 0.32% 0 13F-HR/A Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,226 $318K 0.02% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,141 $310K <0.01% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,116 $308K 0.12% -221 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,065 $303K 0.01% -150 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,863 $302K 0.01% 0 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 3,040 $300K 0.02% new 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 3,013 $297K 0.27% -245 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 2,985 $295K 0.05% +10 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 2,925 $289K 0.1% +40 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,908 $287K 0.05% -187 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,025 $287K 0.01% new 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 2,900 $286K 0.06% 0 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 2,869 $283K 0.07% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,860 $282K <0.01% 0 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,826 $279K 0.01% 0 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 2,757 $272K 0.13% -61 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 2,552 $269K 0.19% new 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 2,698 $266K 0.24% +206 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,657 $262K <0.01% +1 13F-HR Timeline Group Verum Partners LLC More: the full row for Verum Partners LLC 2,603 $257K 0.07% +8 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,600 $257K 0.02% 0 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 2,492 $246K 0.02% 0 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 2,471 $244K 0.2% +134 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,422 $239K <0.01% +80 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,386 $235K 0.02% 0 13F-HR Timeline Geneos Wealth Management Inc. 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