GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,690,313 $189M 0.03% +47,282 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,328,178 $148M 0.01% +21,418 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,081,311 $121M 1.78% +299,175 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,009,424 $113M 0.01% +24,820 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 868,725 $97.1M 0.02% +1,547 13F-HR Timeline Group LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 630,000 $70.4M 2.35% -30,000 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 555,856 $62.1M 0.04% +12,090 13F-HR/A Timeline Group Starr Indemnity & Liability Co More: the full row for Starr Indemnity & Liability Co 364,098 $40.7M 11.56% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 338,429 $37.8M 0.01% +11,533 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 272,623 $30.5M 0.01% +11,298 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 271,790 $30.4M 0.01% -15,710 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 259,215 $29M 0.01% +86 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 250,648 $28M 0.16% +155,480 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 232,057 $25.9M <0.01% +7,906 13F-HR Timeline Group C V STARR & CO INC More: the full row for C V STARR & CO INC 227,427 $25.4M 13.97% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 218,298 $24.4M 0.01% +3,023 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 181,585 $20.3M <0.01% +5,979 13F-HR Timeline Group Francis Financial, Inc. More: the full row for Francis Financial, Inc. 162,744 $18.2M 3.56% +7,566 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 151,439 $16.9M 0.28% +4,324 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 148,854 $16.6M 0.07% -6,119 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 142,256 $15.9M 0.02% +19,400 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 140,526 $15.7M 0.02% -8,291 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 135,573 $15.2M 0.09% +7,352 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 119,683 $13.4M 0.01% -2,749 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 114,263 $12.8M 0.29% -4,696 13F-HR Timeline NWM ADVISORS, LLC More: the full row for NWM ADVISORS, LLC 112,919 $12.6M 10.98% 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 102,646 $11.5M 0.09% +31,963 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 96,161 $10.8M 0.03% +2,035 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 92,598 $10.4M 5.42% -2,145 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 82,493 $9.22M 3.57% -1,417 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 81,946 $9.16M 0.04% -255 13F-HR Timeline Group RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 81,255 $9.08M 3.81% +5,690 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 80,172 $8.96M 1.38% +2,046 13F-HR Timeline Group Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 79,651 $8.9M 5.47% 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 79,455 $8.88M 0.01% +24,647 13F-HR Timeline Group Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 68,321 $7.64M 1.18% +21,059 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 64,592 $7.22M 0.01% +4,995 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 62,448 $6.98M 0.02% +661 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 57,570 $6.44M 0.01% +13,654 13F-HR/A Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 55,980 $6.26M 0.43% +6,345 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 54,746 $6.12M 0.6% -6,501 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 54,672 $6.11M 0.4% -1,560 13F-HR/A Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 50,077 $5.6M 0.02% +9,793 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 50,063 $5.6M 0.32% -3,807 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 49,445 $5.53M 1.67% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 49,197 $5.5M 0.01% -1,980 13F-HR Timeline Group Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 48,095 $5.38M 2.86% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 47,553 $5.32M 0.11% +1,527 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 41,877 $4.68M 0.15% new 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 39,459 $4.41M 3.88% +981 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 38,668 $4.32M 0.02% 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 37,789 $4.22M 0.02% -3,022 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 35,951 $4.02M <0.01% -430 13F-HR Timeline Group FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 35,140 $3.93M 0.24% -215 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 34,997 $3.92M 0.69% +2,216 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 33,810 $3.78M 0.24% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 32,084 $3.59M 0.06% new 13F-HR/A Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 31,888 $3.57M 0.04% -18 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 31,516 $3.52M 0.33% -4,000 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Creative Planning in group Creative Planning More: the full row for Creative Planning 30,382 $3.4M <0.01% -1,803 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 28,611 $3.2M 0.24% -78 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 26,500 $2.96M 0.33% new 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 25,810 $2.89M 0.51% 13F-HR Timeline EQ LLC More: the full row for EQ LLC 25,361 $2.84M 0.82% +767 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 25,332 $2.83M 0.01% +4,151 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 24,235 $2.71M 0.73% +1,408 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 23,490 $2.63M 0.01% -9,774 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 22,925 $2.56M 0.03% 0 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 22,494 $2.51M <0.01% +824 13F-HR Timeline Group SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 22,211 $2.48M 1.73% -46 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 21,205 $2.37M 0.02% +265 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 21,150 $2.36M 0.01% 0 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 20,614 $2.3M 1.47% +836 13F-HR/A Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 18,200 $2.03M 0.05% 0 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 17,750 $1.98M 0.21% -2,080 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 15,798 $1.77M 0.17% -550 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 15,523 $1.74M <0.01% +53 13F-HR Timeline Group SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 15,015 $1.68M 0.59% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 14,877 $1.66M 0.08% +70 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 14,530 $1.62M <0.01% +4,261 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 14,336 $1.6M 0.01% -371 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 14,120 $1.58M 0.27% +200 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 14,117 $1.58M 0.12% new 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,001 $1.57M <0.01% +8,351 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 13,713 $1.53M 0.03% -206 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 13,660 $1.53M <0.01% +13,420 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 13,613 $1.52M 0.05% +13,128 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 12,888 $1.44M <0.01% +149 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 12,848 $1.44M <0.01% +1,829 13F-HR/A Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,776 $1.43M 0.01% -932 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 12,252 $1.37M 0.01% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 12,246 $1.37M <0.01% +8,811 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 12,017 $1.34M 0.72% -1,662 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 11,050 $1.34M 0.48% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 12,005 $1.34M <0.01% +2,811 13F-HR Timeline Group First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 11,528 $1.29M 0.69% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 11,466 $1.28M <0.01% +6,139 13F-HR Timeline Group Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 11,436 $1.28M 0.48% +856 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 11,335 $1.27M 0.21% +476 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 10,906 $1.22M 0.01% +60 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 10,906 $1.22M 0.28% +60 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 10,789 $1.21M <0.01% +1,248 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 10,407 $1.16M 0.05% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 10,205 $1.14M 0.09% +40 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 10,088 $1.13M 0.03% +4,237 13F-HR/A Timeline Group PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 10,060 $1.12M 0 Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 9,954 $1.11M 0.09% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,691 $1.08M 0.02% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 9,555 $1.07M <0.01% +3,314 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 9,537 $1.07M 0.13% -493 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 9,417 $1.05M 0.04% +5 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 8,481 $948K <0.01% +2,751 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,728 $911K 0.02% +886 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 8,034 $911K 0.04% +5,721 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 8,099 $905K 0.41% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,855 $878K <0.01% -11 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 7,788 $871K <0.01% +367 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 7,404 $828K <0.01% +1,739 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 7,133 $797K 0.06% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 7,127 $797K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 7,041 $787K <0.01% +9 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,912 $773K 0.01% +120 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,884 $770K 0.01% -6,884 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 6,868 $768K 0.37% +2,469 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 6,852 $766K 0.01% +27 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,817 $762K 0.03% -220 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 6,807 $761K 0.11% +230 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 6,633 $742K 0.29% -29 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 6,488 $725K 0.1% 0 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 6,472 $724K 0.22% -208 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,465 $723K <0.01% -800 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 6,464 $723K 0.28% +33 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 6,452 $721K 0.04% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,440 $720K 0.01% +5,902 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 6,433 $719K 0.52% +84 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,294 $704K 0.02% -87 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,279 $702K 0.01% +651 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 6,254 $699K 0.23% -847 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 6,236 $697K 0.05% -386 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 6,158 $688K 0.05% -143 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 6,138 $686K 0.03% -2,202 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 6,055 $677K 0.09% -2,282 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 6,027 $674K -144 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,717 $666K <0.01% -162 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 5,533 $619K 0.28% +9 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 5,410 $605K 0.12% +115 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 5,362 $599K 0.08% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,060 $566K 0.03% +8 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 5,057 $565K 0.29% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,020 $561K 0.03% +256 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 4,984 $557K 0.09% -46 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 4,717 $527K 0.11% -196 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 4,437 $526K 0.02% +116 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 4,628 $517K 0.07% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 4,590 $513K <0.01% new 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 4,472 $512K 0.36% 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 4,507 $504K 0.03% +46 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,461 $499K <0.01% -29 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 4,455 $498K 0.28% 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 4,400 $492K 0.04% +585 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,267 $477K 0.03% -307 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 3,997 $447K 0.19% -180 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,905 $437K <0.01% 0 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 3,894 $435K 0.02% -1,735 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 3,709 $415K <0.01% -49 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,685 $412K <0.01% +92 13F-HR Timeline Group Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 3,660 $409K 0.03% +1,168 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 3,564 $398K 0.31% 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,460 $387K 0.02% 0 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 3,423 $383K 0.07% -22,800 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,413 $382K 0.01% 0 13F-HR Timeline Group 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,404 $381K 0.02% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 3,371 $377K <0.01% -981 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,284 $367K 0.03% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,238 $362K 0.03% +2 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,226 $361K 0.02% 0 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. 3,207 $359K 0.01% -84 13F-HR Timeline Group FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,190 $357K 0.1% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,149 $352K 0.12% +11 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,141 $351K <0.01% 0 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 3,125 $349K 0.29% 0 13F-HR Timeline American Trust More: the full row for American Trust 3,111 $348K 0.03% -1,473 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,094 $346K <0.01% +483 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,064 $343K 0.01% -40 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,052 $341K 0.01% 0 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 3,017 $337K 0.04% +11 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,014 $337K 0.01% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,013 $337K <0.01% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,996 $335K <0.01% -185 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,930 $328K <0.01% 0 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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