GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,496,468 $157M 0.03% +643,196 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,180,379 $124M 0.01% -193,170 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 982,542 $103M 0.02% +127,743 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 968,679 $102M 0.01% +58,478 13F-HR Timeline Group LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 750,000 $78.7M 2.88% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 539,465 $56.6M 0.92% +158,706 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 534,247 $56.1M 0.04% +47,841 13F-HR Timeline Group Starr Indemnity & Liability Co More: the full row for Starr Indemnity & Liability Co 364,098 $38.2M 13.99% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 313,532 $32.9M 0.01% +5,405 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 297,844 $31.3M 0.01% +5,597 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 256,737 $27M 0.01% +4,690 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 238,336 $25M 0.01% -1,044 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 229,277 $24.1M <0.01% +33,305 13F-HR/A Timeline Group C V STARR & CO INC More: the full row for C V STARR & CO INC 227,427 $23.9M 12.41% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 204,205 $21.4M 0.01% +16,568 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 173,289 $18.2M <0.01% -27,869 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 157,741 $16.6M 0.08% -4,574 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 149,772 $15.7M 0.02% +106 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 145,797 $15.3M 3.54% -45,667 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 140,767 $14.8M 0.26% +8,578 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 131,296 $13.8M 0.1% +19,335 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 115,106 $12.1M 0.02% +8,363 13F-HR/A Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 114,281 $12M 0.36% +6,851 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 112,893 $11.9M 0.02% -62 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 106,816 $11.2M 0.03% +4,386 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 102,743 $10.8M 7.3% -1,216 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 97,637 $10.2M 0.07% -8,935 13F-HR/A Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 82,887 $8.7M 0.03% -19,455 13F-HR Timeline Group Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 80,608 $8.46M 3.65% +2,873 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 77,837 $8.17M 1.53% -941 13F-HR Timeline Group RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 77,565 $8.14M 3.73% +6,850 13F-HR Timeline ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 76,785 $8.06M 4.29% +16,495 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 71,080 $7.46M 0.01% +3,568 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 63,252 $6.64M 0.02% +4,999 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 61,700 $6.48M 0.7% -24,400 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 61,679 $6.48M 0.51% -16,771 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 60,790 $6.38M 0.08% +55,569 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 59,944 $6.29M 0.01% +55,501 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 54,261 $5.7M 0.53% -5,476 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 51,442 $5.4M 0.01% -8,830 13F-HR Timeline Group HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 49,459 $5.19M 1.65% -78 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 44,011 $4.62M 0.32% +5,821 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 43,965 $4.62M 0.01% +458 13F-HR/A Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 43,895 $4.61M 0.24% -13,057 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 42,722 $4.48M 0.02% -1,124 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 42,467 $4.46M 0.11% +2,779 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 41,760 $4.38M 0.02% +3,909 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 39,595 $4.16M 0.3% 0 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 38,325 $4.02M 3.85% +1,141 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 38,230 $4.01M 0.03% +80 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 36,710 $3.85M 0.01% +2,280 13F-HR Timeline Group Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 36,003 $3.78M 0.83% +431 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 35,673 $3.74M 0.43% +7,075 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 35,170 $3.69M 0.25% +318 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 33,264 $3.49M 0.02% 0 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 32,184 $3.38M 0.05% +23,497 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 32,161 $3.38M <0.01% +4,411 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 28,980 $3.04M 0.27% +387 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 27,167 $2.85M 0.55% +3,484 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 23,914 $2.53M 0.02% +12,216 13F-HR Timeline EQ LLC More: the full row for EQ LLC 23,745 $2.49M 0.97% +1,500 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 23,111 $2.43M 0.03% -100 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 22,856 $2.4M 0.01% +410 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 22,454 $2.36M 1.91% -465 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 20,940 $2.2M 0.02% +433 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 20,595 $2.16M 1.5% 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 20,380 $2.14M <0.01% -6,744 13F-HR Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 19,830 $2.08M 0.23% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 18,200 $1.91M 0.05% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 17,600 $1.85M 0.59% -1,291 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 17,350 $1.82M 0.67% -2,635 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 17,150 $1.8M 0.2% -429 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 15,630 $1.64M <0.01% +2,212 13F-HR Timeline Group Base Wealth Management LLC More: the full row for Base Wealth Management LLC 15,192 $1.59M 1.02% -1,970 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 15,134 $1.59M 0.01% +1,050 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 15,000 $1.57M 0.02% -21,252 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 14,807 $1.55M 0.09% -79 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 43,530 $1.49M 0.29% +29,610 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 13,701 $1.44M 0.04% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,059 $1.37M 0.01% +133 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 12,675 $1.33M 0.03% +10,461 13F-HR/A Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 12,347 $1.3M 0.16% -183 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 12,252 $1.29M 0.02% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 11,487 $1.21M 0.69% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 11,050 $1.16M 0.47% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 11,017 $1.16M 0.01% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 10,979 $1.15M 0.28% 0 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 10,853 $1.14M 0.29% -63 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 10,849 $1.14M 0.01% -67 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 10,845 $1.14M 0.16% -498 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 10,838 $1.14M <0.01% +5,608 13F-HR/A Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 10,799 $1.13M 0.07% -478 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 10,790 $1.13M <0.01% +763 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 10,165 $1.07M 0.09% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 10,060 $1.06M 0.07% 0 13F-HR/A Timeline Group Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 9,954 $1.04M 0.1% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 9,871 $1.04M 0.05% +4 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 9,314 $978K <0.01% +147 13F-HR Timeline Group Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 9,305 $977K 0.46% +903 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 9,032 $948K -2,778 Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 8,990 $944K 0.05% -626 13F-HR/A Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 8,909 $935K 0.01% +27 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 8,562 $899K <0.01% +2,961 13F-HR Timeline Group CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 8,188 $860K 0.31% +2,469 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 8,094 $850K <0.01% +2,550 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 8,077 $848K 0.02% new 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 8,073 $848K 0.45% -412 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 7,623 $800K 0.01% +85 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 7,600 $798K <0.01% -2,600 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,578 $795K 0.03% -855 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,265 $763K <0.01% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 7,133 $749K 0.09% new 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 7,076 $743K 0.3% +484 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 7,038 $739K <0.01% +120 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,591 $718K 0.02% -234 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,774 $711K 0.01% +211 13F-HR Timeline Group Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 6,745 $708K 0.24% -349 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 6,625 $695K 0.05% -388 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 6,596 $692K 0.13% 0 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 6,594 $692K 0.32% -357 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 6,488 $681K 0.09% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 6,452 $677K 0.04% -435 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,375 $669K 0.02% -74 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,263 $658K <0.01% 0 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 6,078 $638K 0.05% -355 13F-HR Timeline Group Anson Capital, Inc. More: the full row for Anson Capital, Inc. 6,072 $637K 0.51% +226 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 5,868 $624K 0.12% -297,879 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 5,924 $622K 0.37% 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,910 $620K <0.01% new 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 5,515 $579K 0.31% +9 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 5,319 $558K <0.01% -1,142 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,264 $553K <0.01% +471 13F-HR Timeline Group Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 5,176 $543K 0.12% +389 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,133 $539K 0.03% +7 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 5,030 $528K 0.11% 0 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 5,014 $526K 0.33% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,917 $516K <0.01% -4,810 13F-HR Timeline Group Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 4,898 $514K 0.12% +2,029 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,684 $491K 0.03% +155 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 4,628 $486K 0.07% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,573 $480K 0.03% +1 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,495 $472K <0.01% -115 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 4,461 $468K 0.04% +153 13F-HR Timeline American Trust More: the full row for American Trust 4,417 $464K 0.04% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,213 $455K <0.01% -432 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 4,197 $453K 0.02% +183 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,204 $441K 0.01% -1,489 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,132 $434K 0.01% +355 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 4,000 $420K <0.01% 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 3,982 $418K 0.04% +485 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,905 $410K 0.01% -615 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,818 $401K <0.01% +1,492 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,813 $400K <0.01% +341 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 3,758 $395K <0.01% 0 13F-HR Timeline Group Pachira Investments Inc. More: the full row for Pachira Investments Inc. 3,615 $379K 0.29% new 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,593 $377K <0.01% -359 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,460 $363K 0.02% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 3,435 $361K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,413 $358K 0.01% +2,465 13F-HR Timeline Group 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,404 $357K 0.02% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,369 $354K 0.02% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,350 $352K 0.14% +234 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 3,325 $349K 0.14% +8 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. 3,291 $345K 0.01% -4,575 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,233 $339K 0.03% +1,603 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,226 $339K 0.02% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,190 $335K 0.11% -1,460 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,141 $330K <0.01% 0 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 3,125 $328K 0.29% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,090 $324K 0.01% +25 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,025 $323K 0.01% 0 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 2,995 $323K 0.05% +10 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 3,013 $316K 0.25% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,930 $308K <0.01% +70 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 2,918 $306K 0.05% +10 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 2,900 $304K 0.06% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,880 $302K <0.01% -889 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,863 $301K 0.01% 0 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,826 $299K <0.01% 0 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 2,841 $298K 0.13% +84 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 2,823 $296K 0.25% -420 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 2,791 $293K 0.07% -2,783 13F-HR Timeline Group STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 2,791 $293K 0.24% -2,783 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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