NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,588,736 $260M 0.03% -293,027 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2,092,967 $210M 0.03% +105,666 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 674,674 $67.7M <0.01% -5,072 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 446,509 $44.8M 0.01% -20,852 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 387,748 $38.9M 0.03% +158,152 13F-HR Timeline Group MASON STREET ADVISORS, LLC More: the full row for MASON STREET ADVISORS, LLC 355,805 $35.7M 3.7% +35,305 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 341,310 $34.2M <0.01% -5,380 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 319,379 $32M 0.01% -168,289 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 297,544 $29.8M -275,571 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 289,024 $29M 0.02% -97,084 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/ 273,177 $27.4M <0.01% -5,965 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 227,728 $22.8M 0.03% +2,365 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 222,271 $22.3M <0.01% -4,434 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 206,659 $20.7M <0.01% +48,458 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 131,298 $13.2M 0.06% +4,390 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 120,965 $12.1M 2.18% -1,469 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 118,311 $11.9M 0.2% new 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 102,426 $10.3M 5.76% +4,810 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 100,781 $10.1M 0.01% -2,198 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 96,206 $9.65M 0.23% +50,276 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 78,332 $7.86M 0.11% -5,287 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 70,268 $7.05M 0.01% +25,270 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 70,042 $7.02M 0.59% +5,465 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 60,979 $6.12M <0.01% -3,489 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 58,447 $5.86M 0.15% +3,879 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 57,268 $5.74M 0.12% +15,182 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 47,704 $4.78M <0.01% -1,578 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 46,207 $4.63M 0.06% -1,808 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 44,457 $4.46M 0.01% -1,239 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 39,438 $3.96M 0.01% -20,650 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 38,527 $3.87M 0.01% +4,312 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 37,089 $3.72M <0.01% -723 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 36,859 $3.7M 0.01% -158,290 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 36,700 $3.68M <0.01% -375,442 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 34,253 $3.44M 0.02% +16,106 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 31,486 $3.16M 0.28% -631 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 29,976 $3.01M 0.19% +5,160 13F-HR/A Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 29,636 $2.97M 0.06% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 28,981 $2.91M 0.22% +452 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 27,826 $2.79M 0.6% +3,227 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 27,826 $2.79M 0.56% +3,227 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 27,386 $2.75M <0.01% -486 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 25,071 $2.52M <0.01% -24,256 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 24,124 $2.42M 0.01% +1,086 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 23,106 $2.32M 0.25% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 23,076 $2.31M <0.01% -2,286 13F-HR Timeline Group REBALANCE, LLC More: the full row for REBALANCE, LLC 22,817 $2.29M 0.14% +350 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 20,973 $2.1M 0.14% -40 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 19,240 $1.93M <0.01% +938 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 18,909 $1.9M 0.97% +690 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 18,630 $1.87M 0.23% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 18,070 $1.81M 0.05% +747 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 18,062 $1.81M <0.01% -97 13F-HR Timeline Group American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 17,669 $1.77M 0.23% -1,720 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,426 $1.65M <0.01% +3,596 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 15,354 $1.54M 0.11% new 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 15,107 $1.52M <0.01% +596 13F-HR Timeline Group Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 14,934 $1.5M 0.5% -1,067 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 14,777 $1.48M 0.01% -28,593 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 14,750 $1.48M <0.01% 0 13F-HR Timeline Group MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 13,105 $1.31M 0.27% -973 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 12,454 $1.25M 0.03% +299 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 12,152 $1.22M 0.36% +7 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 11,999 $1.2M 0.5% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 11,950 $1.2M <0.01% -42 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 11,393 $1.14M <0.01% -13,455 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 11,190 $1.12M 0.61% -169 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 10,887 $1.09M 0.06% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 10,606 $1.06M <0.01% -14,748 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 10,551 $1.06M 0.01% -16 13F-HR/A Timeline Group Avion Wealth More: the full row for Avion Wealth 10,179 $1.02M 0.22% -473 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 9,663 $969K 0.01% +183 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 8,995 $902K 0.17% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 8,966 $899K <0.01% -82 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 8,781 $881K <0.01% 0 13F-HR Timeline Group Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 8,757 $878K <0.01% +945 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 8,590 $862K 0.01% +1,755 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 8,102 $837K 0.13% new 13F-HR/A Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 7,705 $773K <0.01% -3,085 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,682 $770K <0.01% -29,280 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 6,180 $705K 0.24% +77 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 7,004 $702K <0.01% -5,905 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 6,942 $696K 0.03% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 6,840 $686K <0.01% -1,735 13F-HR Timeline Group CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 6,687 $671K 0.54% +48 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 6,640 $666K 0.08% +3,405 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 6,557 $650K <0.01% +318 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 6,309 $633K <0.01% -2,332 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 6,282 $630K <0.01% -11,431 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 6,252 $627K 0.5% 0 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 5,880 $590K 0.27% +317 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 5,730 $576K 0.11% -500 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 5,727 $574K 0.06% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 5,446 $546K 0.12% 0 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 5,348 $536K 0.05% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,961 $498K <0.01% -21 13F-HR Timeline Group Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 4,677 $469K 0.22% -15 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 4,605 $462K 0.01% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 4,558 $457K 0.03% -301 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,514 $453K 0.01% -60 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 4,500 $451K 0.15% 0 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 4,472 $449K 0.14% 0 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 4,417 $443K 0.03% -44,660 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,412 $442K 0.01% -13 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,363 $438K <0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 4,346 $436K <0.01% 0 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,340 $435K <0.01% -1,316 13F-HR Timeline Group Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 4,200 $421K 0.17% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,040 $405K <0.01% 0 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,032 $404K 0.01% 0 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,019 $403K <0.01% +63 13F-HR/A Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,999 $401K 0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 3,776 $379K 0.04% +1 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 3,707 $371K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,517 $353K <0.01% new 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,403 $341K 0.02% -67 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,270 $328K 0.01% +31 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,265 $327K 0.02% -105 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,141 $315K <0.01% -5,475 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 3,066 $307K <0.01% 0 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,035 $304K 0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,022 $303K <0.01% new 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,984 $299K <0.01% +1 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,974 $298K <0.01% -134 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,890 $290K <0.01% -253 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,840 $285K <0.01% +336 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,821 $283K 0.03% -5 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 2,722 $273K 0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,644 $265K 0.09% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,643 $265K <0.01% 0 13F-HR Timeline Group Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 2,614 $262K 0.16% -42 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,598 $261K 0.01% 0 13F-HR Timeline Group Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 2,574 $258K 0.06% -620 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,542 $255K 0.02% -4 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,483 $249K 0.03% -333 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,415 $242K 0.01% -1,230 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,300 $231K <0.01% +615 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,300 $231K 0.03% -285 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 2,279 $229K 0.05% -9 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,272 $228K 0.03% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,245 $225K 0.02% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,237 $224K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,225 $223K <0.01% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 2,188 $219K 0.09% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,149 $216K <0.01% -341 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,138 $214K 0.02% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,128 $212K <0.01% +1,028 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,111 $212K <0.01% +39 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,072 $208K 0.01% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,073 $207K 0.01% -1,693 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,045 $205K <0.01% -421 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 2,023 $203K 0.01% new 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 2,023 $203K <0.01% new 13F-HR Timeline Group KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 2,015 $202K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,994 $200K 0.02% +104 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,854 $186K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,851 $186K 0.07% -9 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,787 $179K 0.01% +1,602 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,711 $172K <0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,666 $167K 0.04% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,556 $156K 0.01% -2,830 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,519 $152K <0.01% -1,453 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,494 $150K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,476 $148K 0.03% -193 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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