GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,844,375 $211M 0.03% +154,062 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,510,966 $173M 2.63% +429,655 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,397,368 $160M 0.01% +69,190 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 940,571 $108M 0.01% -68,853 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 847,122 $96.8M -21,603 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 620,359 $70.9M 0.04% +64,503 13F-HR Timeline Group LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 540,000 $61.7M 2.26% -90,000 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 367,675 $42M 0.01% +29,246 13F-HR Timeline Group Starr Indemnity & Liability Co More: the full row for Starr Indemnity & Liability Co 364,098 $41.6M 10.58% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 307,813 $35.2M 0.01% +35,190 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 305,085 $34.9M 0.01% +33,295 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 267,709 $30.6M 0.01% +8,494 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 239,726 $26.7M 0.01% +21,428 13F-HR/A Timeline Group C V STARR & CO INC More: the full row for C V STARR & CO INC 227,427 $26M 13.56% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 224,117 $25.6M <0.01% -7,940 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 186,081 $20.7M <0.01% +4,496 13F-HR/A Timeline Group Francis Financial, Inc. More: the full row for Francis Financial, Inc. 176,517 $20.2M 3.75% +13,773 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 161,136 $18.4M 0.09% -89,512 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 158,553 $18.1M 0.14% +55,907 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 149,524 $17.1M 0.07% +670 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 147,903 $16.9M 0.28% -3,536 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 126,886 $14.5M 0.02% -13,640 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 124,792 $14.3M 0.02% -17,464 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 119,132 $13.6M 0.3% +4,869 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 116,460 $13.3M 0.01% -3,223 13F-HR Timeline NWM ADVISORS, LLC More: the full row for NWM ADVISORS, LLC 111,130 $12.7M 11.57% -1,789 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 105,248 $12M 0.07% -30,325 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 97,634 $11.2M 0.03% +1,473 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 93,666 $10.7M 0.02% +36,096 13F-HR Timeline Group Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 91,116 $10.4M 5.47% -1,482 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 90,812 $10.4M 0.01% +11,357 13F-HR Timeline Group Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 87,859 $10M 1.46% +19,538 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 85,291 $9.75M 3.59% +2,798 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 82,080 $9.38M 3.97% +825 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 80,900 $9.25M 1.34% +728 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 80,224 $9.17M 0.04% -1,722 13F-HR Timeline Group Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 79,651 $8.9M 5.47% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 65,012 $7.43M 0.01% +420 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 64,567 $7.38M 0.02% +2,119 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 60,077 $6.87M 0.47% +4,097 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 55,120 $6.3M 0.02% +5,043 13F-HR Timeline Group SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 54,746 $6.26M 0.62% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 52,472 $6.01M 0.01% +3,275 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 51,250 $5.86M 0.38% -3,422 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 49,445 $5.65M 1.7% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 48,646 $5.56M 0.33% -1,417 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 46,617 $5.33M 0.08% -936 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 45,224 $5.17M 0.06% +13,336 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 44,795 $5.12M 0.6% +18,295 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 41,979 $4.8M 0.13% +102 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 39,817 $4.55M 0.02% +1,149 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 36,771 $4.2M 3.9% -2,688 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 36,627 $4.19M 0.02% -1,162 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 35,516 $4.06M 0.74% +519 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 34,683 $3.96M 0.25% -457 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 32,956 $3.77M <0.01% -2,995 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 32,162 $3.68M 0.27% -1,648 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 30,607 $3.5M <0.01% +225 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 30,420 $3.48M <0.01% new 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 30,330 $3.47M 0.34% -1,186 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 28,417 $3.25M 0.22% -194 13F-HR Timeline EQ LLC More: the full row for EQ LLC 26,656 $3.05M 0.86% +1,295 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 25,387 $2.9M 0.03% +18,947 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 25,263 $2.89M 0.5% -547 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 24,890 $2.85M 0.01% -442 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 24,304 $2.78M 0.73% +69 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 23,725 $2.71M 0.01% +2,575 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 23,536 $2.69M 1.42% -24,559 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 23,490 $2.69M 0.01% 0 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 22,925 $2.62M 0.03% 0 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 22,797 $2.61M <0.01% +303 13F-HR Timeline Group SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 22,123 $2.53M 1.73% -88 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 20,996 $2.4M 0.02% -209 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 20,660 $2.36M 0.26% +2,910 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 19,988 $2.29M 1.49% -626 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 19,674 $2.25M 0.01% +17,143 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 20,094 $2.25M <0.01% +8,628 13F-HR Timeline Group Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 19,394 $2.22M 1.08% new 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 18,548 $2.12M <0.01% 13F-HR Timeline Group Truepoint, Inc. More: the full row for Truepoint, Inc. 18,200 $2.08M 0.05% 0 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 16,025 $1.83M new Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 15,796 $1.81M 0.17% -2 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 14,894 $1.7M 0.61% -121 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,762 $1.7M 0.02% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 14,878 $1.7M 0.08% +1 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 14,120 $1.61M 0.28% 0 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 13,773 $1.57M 0.57% +2,337 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 13,613 $1.56M 0.05% 0 13F-HR/A 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 13,283 $1.52M <0.01% -1,247 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 13,134 $1.5M 0.01% -1,202 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 12,874 $1.47M 0.01% -14 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 12,678 $1.45M 0.01% new 13F-HR Timeline Group KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 12,574 $1.44M 0.1% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 12,518 $1.43M <0.01% +8,057 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,427 $1.42M 0.01% -349 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 12,252 $1.4M 0.02% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 12,246 $1.4M <0.01% 0 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 11,987 $1.37M 0.02% -1,726 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 11,414 $1.3M 0.22% +79 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 9,455 $1.3M <0.01% -2,550 13F-HR Timeline Group First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 11,363 $1.3M 0.65% -165 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 11,188 $1.28M <0.01% -1,660 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 11,050 $1.26M 0.46% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 11,041 $1.26M 0.04% +3,007 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,895 $1.24M 0.01% +7,977 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 10,495 $1.2M 0.01% -411 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 10,495 $1.2M 0.28% -411 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 10,295 $1.18M 0.66% -1,722 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 10,205 $1.17M 0.09% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 10,407 $1.16M 0.06% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 10,157 $1.16M <0.01% -632 13F-HR Timeline Group Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 9,954 $1.14M 0.09% 0 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 10,060 $1.12M 0.1% 0 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 9,800 $1.12M 0.04% +383 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,691 $1.11M 0.03% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 9,558 $1.09M <0.01% +3 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 9,203 $1.05M 0.49% +2,335 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 9,064 $1.04M 0.13% -473 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 8,881 $1.01M <0.01% +400 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 8,806 $1.01M 0.03% -1,282 13F-HR Timeline Group Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 7,108 $1M 0.2% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,832 $963K 0.02% +104 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 8,099 $926K 0.43% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,809 $893K <0.01% -46 13F-HR/A Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 7,807 $892K 0.08% +4,523 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 7,062 $865K 0.01% -65 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,341 $839K 0.01% +429 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 7,330 $838K <0.01% +289 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 7,303 $835K +1,145 Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,512 $834K 0.03% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 6,851 $783K 0.01% -1 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 6,807 $778K 0.1% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,799 $777K 0.01% -85 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 6,633 $758K 0.31% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,505 $744K 0.03% -312 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 6,488 $742K 0.11% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 6,452 $738K 0.04% 0 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 6,422 $734K 0.5% -11 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,380 $729K <0.01% -85 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 6,220 $711K 0.05% -16 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 6,173 $706K 0.28% -291 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,168 $705K 0.01% -111 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 6,105 $698K 0.23% -149 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 6,086 $696K 0.08% +31 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 6,073 $694K 0.03% -65 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 6,038 $690K 0.02% +11 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,007 $687K <0.01% -1,397 13F-HR Timeline Group Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 5,954 $681K 0.21% -518 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 5,934 $678K 0.14% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 5,922 $677K 0.05% -1,211 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,576 $643K <0.01% -141 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,588 $638K 0.04% +568 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 5,541 $633K 0.28% +8 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 5,540 $633K 0.13% +130 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 5,362 $613K 0.08% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 4,861 $589K +424 Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,070 $580K 0.03% +10 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 5,014 $573K 0.27% -43 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 4,984 $570K 0.09% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 4,475 $548K 0.34% +3 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,733 $541K 0.02% -1,561 13F-HR Timeline Group Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 4,730 $541K 0.1% +13 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 4,632 $530K 0.03% +125 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 4,628 $529K 0.07% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 4,590 $525K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,268 $488K 0.03% +1 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 4,246 $485K 0.26% -209 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 4,240 $485K 0.05% 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,081 $467K <0.01% +1,799 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 4,008 $462K 0.19% +11 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 3,992 $456K 0.04% -408 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,905 $446K 0.01% 0 13F-HR Timeline Group TIAA group of 2 filers holding More: the full row for TIAA 3,709 $424K 0 Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,685 $421K <0.01% 0 13F-HR Timeline Group Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 3,660 $418K 0.03% 0 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 3,499 $400K 0.08% +76 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,460 $396K 0.02% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,413 $390K 0.01% 0 13F-HR Timeline Group 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,404 $389K 0.02% 0 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 3,381 $387K 0.36% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,241 $371K 0.03% +3 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,226 $369K 0.03% 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. 3,211 $367K 0.01% +4 13F-HR Timeline Group FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,190 $365K 0.1% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,183 $364K 0.01% +169 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,174 $363K <0.01% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,159 $361K 0.13% +10 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 3,154 $361K 0.04% -10,963 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,141 $359K <0.01% 0 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 3,125 $357K 0.3% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,120 $357K <0.01% +26 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,089 $353K 0.01% +25 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,052 $349K 0.01% 0 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 3,026 $346K 0.04% +9 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 3,026 $346K <0.01% -345 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,013 $344K <0.01% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,002 $343K <0.01% +6 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,930 $335K <0.01% 0 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 2,885 $330K 0.04% +7 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 2,870 $328K 0.05% +868 13F-HR Timeline