GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,643,031 $181M 0.03% +146,563 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/ 1,306,760 $144M 0.01% +126,381 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 984,604 $109M 0.01% +15,925 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 867,178 $95.7M 0.02% -115,364 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 782,136 $86.3M 1.31% +242,671 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 660,000 $72.9M 2.68% -90,000 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 543,766 $60M 0.04% +9,519 13F-HR Timeline Group Starr Indemnity & Liability Co More: the full row for Starr Indemnity & Liability Co 364,098 $40.2M 13.12% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 326,896 $36.1M 0.01% +13,364 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 287,500 $31.7M 0.01% -10,344 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 261,325 $28.8M 0.01% +22,989 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 259,129 $28.6M 0.01% +2,392 13F-HR Timeline Group C V STARR & CO INC More: the full row for C V STARR & CO INC 227,427 $25.1M 11.59% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 224,151 $24.7M <0.01% -5,126 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 215,275 $23.8M 0.01% +11,070 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 175,606 $19.4M <0.01% +2,317 13F-HR/A Timeline Group Francis Financial, Inc. More: the full row for Francis Financial, Inc. 155,178 $17.1M 3.05% +9,381 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 154,973 $17.1M 0.08% -2,768 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 148,817 $16.4M 0.02% -955 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 147,115 $16.2M 0.28% +6,348 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 128,221 $14.2M 0.09% -3,075 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 122,856 $13.6M 0.02% +7,750 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 122,432 $13.5M 0.02% +9,539 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 118,959 $13.1M 0.31% +4,678 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 95,168 $10.5M 0.06% -2,469 13F-HR/A Timeline Group Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 94,743 $10.5M 5.76% -8,000 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 94,126 $10.4M 0.03% -12,690 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 83,910 $9.26M 3.62% +3,302 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 82,201 $9.07M 0.03% -686 13F-HR Timeline Group Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 78,126 $8.62M 1.51% +289 13F-HR Timeline Group ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 77,674 $8.57M 4.07% +889 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 75,565 $8.34M 3.58% -2,000 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 70,683 $7.8M 0.06% +9,893 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 61,787 $6.82M 0.02% -1,465 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 61,247 $6.76M 0.69% -453 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 59,597 $6.58M 0.01% -347 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 56,232 $6.21M 0.43% -5,447 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 54,808 $6.05M 0.01% -16,272 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 53,870 $5.95M 0.49% -391 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 51,177 $5.65M 0.01% -265 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 49,635 $5.48M 0.38% +5,624 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 49,445 $5.46M 1.61% -14 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 47,262 $5.22M 0.91% +20,095 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 46,026 $5.08M 0.12% +3,559 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 43,916 $4.85M 0.01% -49 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 40,811 $4.5M 0.02% -1,911 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 40,284 $4.45M 0.02% -1,476 13F-HR Timeline Group LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 38,478 $4.25M 3.82% +153 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 36,381 $4.02M 0.01% -329 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 35,516 $3.92M 0.42% -157 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 35,355 $3.9M 0.25% +185 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 33,810 $3.73M 0.25% -5,785 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 33,264 $3.67M 0.02% 0 13F-HR Timeline Group Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 32,781 $3.62M 0.7% -3,222 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 32,185 $3.55M <0.01% +24 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 31,906 $3.52M 0.05% -278 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 28,689 $3.17M 0.24% -291 13F-HR/A Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 26,223 $2.89M 0.59% new 13F-HR Timeline EQ LLC More: the full row for EQ LLC 24,594 $2.71M 0.92% +849 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 22,925 $2.53M 0.03% -186 13F-HR Timeline Group Fairway Wealth LLC More: the full row for Fairway Wealth LLC 22,827 $2.52M 0.71% +5,227 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 22,257 $2.46M 1.81% -197 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 21,670 $2.39M <0.01% +1,290 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 21,181 $2.34M 0.01% -2,733 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 21,150 $2.33M 0.01% -1,706 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 20,940 $2.31M 0.02% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 20,000 $2.21M <0.01% new 13F-HR Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 19,830 $2.19M 0.23% 0 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 19,778 $2.18M 1.43% -817 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 18,200 $2.01M 0.05% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 16,348 $1.8M 0.18% -802 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 15,470 $1.71M <0.01% -160 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 15,000 $1.66M 0.02% 0 13F-HR/A Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 14,807 $1.63M 0.08% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 14,707 $1.62M 0.01% -427 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 13,920 $1.54M 0.28% -29,610 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 13,919 $1.54M 0.04% +218 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 13,768 $1.52M 0.01% +7,505 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,708 $1.51M 0.01% +649 13F-HR Timeline Group Base Wealth Management LLC More: the full row for Base Wealth Management LLC 13,679 $1.51M 0.86% -1,513 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 12,739 $1.41M <0.01% +1,722 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 12,252 $1.35M 0.02% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 11,528 $1.27M 0.68% +41 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 11,050 $1.22M 0.44% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 11,019 $1.22M <0.01% +181 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 10,859 $1.2M 0.21% -120 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 10,846 $1.2M 0.01% -3 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 10,846 $1.2M 0.28% -7 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 10,580 $1.17M 0.5% +1,275 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 10,407 $1.15M 0.06% -392 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 10,269 $1.13M <0.01% +1,707 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 10,165 $1.12M 0.09% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 10,060 $1.11M 0.09% 0 13F-HR Timeline Group 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 10,030 $1.11M 0.14% -2,317 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 9,954 $1.1M 0.09% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,691 $1.07M 0.02% -2,984 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 9,541 $1.05M <0.01% +227 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 9,412 $1.04M 0.04% -459 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 9,194 $1.01M <0.01% -1,596 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 8,340 $921K 0.04% -650 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 8,337 $920K 0.12% -2,508 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 8,099 $894K 0.42% +26 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,866 $868K <0.01% +4,986 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 7,421 $819K <0.01% new 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,265 $802K <0.01% 0 13F-HR/A Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 7,133 $787K 0.07% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 7,127 $787K 0.01% -496 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 7,101 $784K 0.26% -1,087 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,037 $777K 0.03% -541 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 7,032 $776K <0.01% -6 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,842 $760K 0.02% +251 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 6,825 $753K 0.02% -1,252 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,792 $750K 0.01% +18 13F-HR Timeline Group Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 6,680 $737K 0.23% -65 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 6,662 $735K 0.29% -414 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 6,622 $731K 0.05% -3 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 6,577 $726K 0.12% -19 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 6,488 $716K 0.1% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 6,452 $712K 0.04% 0 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 6,431 $710K 0.3% -163 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,381 $704K 0.02% +6 13F-HR Timeline Group Anson Capital, Inc. More: the full row for Anson Capital, Inc. 6,349 $701K 0.53% +277 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 6,301 $696K 0.05% +223 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,241 $689K <0.01% -1,853 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 6,171 $681K -2,861 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,879 $648K <0.01% +1,666 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,851 $645K 0.02% +1,647 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 5,730 $632K <0.01% +411 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,665 $625K <0.01% +401 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,650 $624K <0.01% +733 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 5,629 $621K 0.03% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,628 $621K 0.01% +1,496 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 5,524 $610K 0.29% +9 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,327 $589K <0.01% +1,509 13F-HR Timeline Group Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 5,295 $585K 0.12% +119 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 5,057 $558K 0.33% +43 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,052 $558K 0.02% -81 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 5,030 $555K 0.1% 0 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 4,913 $542K 0.11% +15 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,764 $525K 0.03% +80 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 4,628 $511K 0.07% 0 13F-HR Timeline American Trust More: the full row for American Trust 4,584 $506K 0.04% +167 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,574 $505K 0.03% +1 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,490 $496K <0.01% -5 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 4,461 $492K 0.03% 0 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 4,399 $486K 0.27% +784 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,352 $480K <0.01% -1,558 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 4,321 $474K 0.02% +124 13F-HR Timeline Group Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 4,177 $463K 0.21% -1,747 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,905 $431K 0.01% 0 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 3,815 $421K 0.03% -167 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 3,758 $415K <0.01% 0 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,593 $397K <0.01% 0 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,460 $382K 0.02% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 3,435 $379K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,413 $377K 0.01% 0 13F-HR Timeline Group 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,404 $376K 0.02% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 3,333 $368K 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 $363K 0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,236 $357K 0.03% +3 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,226 $356K 0.02% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,190 $352K 0.1% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,181 $351K <0.01% new 13F-HR/A Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,141 $347K <0.01% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,138 $346K 0.12% -212 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 3,125 $345K 0.28% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,104 $343K 0.01% +14 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,052 $337K 0.01% -317 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,013 $333K <0.01% new 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 3,006 $332K 0.04% +11 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,952 $326K 0.01% +89 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,930 $323K <0.01% 0 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 2,926 $323K 0.04% +8 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,906 $321K 0.01% +1,241 13F-HR Timeline Group Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 2,900 $320K 0.06% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,826 $310K <0.01% 0 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 2,791 $308K 0.23% 0 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 2,791 $308K 0.07% 0 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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