NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,521,640 $248M 0.03% -67,096 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 2,203,285 $216M 0.03% +110,318 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 895,469 $88M 0.06% +894,345 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 442,792 $43.5M 0.01% -3,717 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 439,980 $43.2M 0.01% +120,601 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 433,079 $42.5M 0.03% +45,331 13F-HR Timeline Group MASON STREET ADVISORS, LLC More: the full row for MASON STREET ADVISORS, LLC 366,555 $36M 3.54% +10,750 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 345,499 $33.9M <0.01% +4,189 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 332,934 $32.7M +35,390 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 297,916 $29.3M <0.01% +24,739 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 253,500 $24.9M 0.04% new 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 223,815 $22M 0.03% -3,913 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 218,674 $21.5M <0.01% +12,015 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 216,863 $21.3M <0.01% -5,408 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 220,161 $21.2M <0.01% +172,457 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 145,854 $14.3M 0.01% -143,170 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 137,192 $13.5M 0.06% +5,894 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 129,257 $12.7M 3.28% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 118,359 $11.6M 1.56% -2,606 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 117,096 $11.5M 0.19% -1,215 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 105,575 $10.4M 5.68% +3,149 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 100,245 $9.85M 0.01% -536 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 100,114 $9.83M 0.22% +3,908 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 70,900 $6.96M 0.58% +858 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 69,857 $6.86M <0.01% -411 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 60,055 $5.9M 0.14% +1,608 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 57,795 $5.68M <0.01% +20,706 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 57,531 $5.65M <0.01% -3,448 13F-HR/A Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 55,888 $5.49M 0.11% -1,380 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 49,428 $4.86M <0.01% +24,357 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 46,928 $4.61M 0.01% +2,471 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 43,299 $4.25M 0.02% +9,046 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 42,027 $4.13M <0.01% -632,647 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 41,588 $4.09M 0.05% -4,619 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 40,101 $3.94M 0.05% +10,465 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 38,026 $3.74M 0.23% +8,050 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 37,616 $3.7M 0.05% -40,716 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 37,276 $3.66M <0.01% -2,162 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 36,626 $3.6M 0.77% +8,800 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 36,626 $3.6M 0.67% +8,800 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 34,295 $3.37M <0.01% +22,902 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 30,207 $2.97M 0.25% -1,279 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 30,095 $2.96M 0.01% -6,764 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 29,131 $2.86M 0.22% +150 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 27,665 $2.72M <0.01% +279 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 25,895 $2.54M 0.12% +10,541 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 23,765 $2.33M 0.01% -359 13F-HR Timeline Group REBALANCE, LLC More: the full row for REBALANCE, LLC 23,512 $2.31M 0.13% +695 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 22,894 $2.25M <0.01% -15,633 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 21,497 $2.11M <0.01% -1,579 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 20,761 $2.04M 0.13% -212 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 19,072 $1.87M <0.01% +8,466 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 18,630 $1.83M 0.23% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 18,399 $1.81M <0.01% -841 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 18,213 $1.79M 0.94% -696 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 17,549 $1.72M 0.01% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 16,828 $1.65M <0.01% -1,234 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 16,636 $1.63M 0.04% -1,434 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 16,165 $1.59M 0.17% -6,941 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 15,325 $1.51M 0.19% -2,344 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 15,310 $1.5M <0.01% +203 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 $1.45M <0.01% 0 13F-HR/A Timeline Group Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 14,542 $1.43M 0.48% -392 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 14,150 $1.39M 0.04% +1,696 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 13,069 $1.28M 0.27% -36 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 12,161 $1.19M 0.36% +9 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,914 $1.18M <0.01% +5,357 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 11,999 $1.18M 0.49% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 11,313 $1.11M <0.01% -637 13F-HR Timeline Group TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 28,309 $1.11M 0.35% +23,809 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 10,972 $1.08M 0.55% -218 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 10,924 $1.07M 0.06% +37 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 10,064 $989K 0.01% -487 13F-HR Timeline Group Gibson Capital, LLC More: the full row for Gibson Capital, LLC 8,995 $884K 0.16% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 8,781 $863K <0.01% 0 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 8,757 $860K <0.01% 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 8,724 $857K <0.01% -242 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 7,739 $776K <0.01% +34 13F-HR Timeline Group Lee Financial Co More: the full row for Lee Financial Co 7,536 $740K 0.1% +896 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 7,374 $726K <0.01% +1,065 13F-HR/A Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 7,258 $713K 0.03% +316 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,173 $705K <0.01% -509 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 7,073 $695K 0.01% 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 7,030 $691K <0.01% +26 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,898 $678K 0.01% -7,879 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 6,805 $668K 0.01% +2,806 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 6,748 $663K 0.5% +61 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 6,252 $614K 0.49% 0 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 5,776 $567K 0.25% -104 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 5,730 $563K 0.1% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 5,727 $563K 0.05% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 5,455 $535K 0.11% -4,724 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 5,373 $528K 0.05% +25 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 5,124 $503K 0.07% 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 $487K <0.01% 0 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 4,935 $485K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,764 $468K 0.01% +4,738 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 4,735 $465K 0.18% +58 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 4,669 $459K <0.01% -2,171 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,487 $441K <0.01% +447 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,430 $440K 0.01% +2,015 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 4,472 $439K 0.12% 0 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 4,429 $435K 0.01% -85 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,412 $433K 0.01% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 4,405 $433K 0.01% -200 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 4,366 $429K +2,847 Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,363 $429K <0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 4,346 $427K <0.01% 0 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,343 $427K <0.01% +3 13F-HR Timeline Group Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 4,339 $426K 0.03% -78 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 4,200 $413K 0.14% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,032 $396K 0.01% 0 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 6,725 $383K 0.06% -1,377 13F-HR/A Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 3,763 $370K 0.04% -13 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,720 $365K <0.01% +880 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,527 $347K <0.01% +10 13F-HR/A Timeline Group Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,512 $345K 0.06% new 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,433 $337K 0.02% +30 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,405 $335K <0.01% -614 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,331 $327K 0.09% -2,115 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,315 $326K <0.01% +174 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,279 $322K 0.02% +14 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,138 $308K <0.01% +116 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,072 $308K 0.01% -198 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,035 $298K 0.01% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,000 $295K 0.02% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,984 $293K <0.01% 0 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 2,941 $289K <0.01% new 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,927 $288K <0.01% new 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,890 $284K <0.01% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,825 $278K <0.01% -149 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,821 $277K 0.03% 0 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 2,793 $274K 0.24% 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 2,657 $261K 0.19% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,643 $260K <0.01% 0 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,631 $258K 0.01% +33 13F-HR Timeline Group Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 2,617 $257K 0.16% +3 13F-HR/A Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,539 $249K 0.02% -3 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,476 $243K 0.03% -7 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,419 $238K 0.08% -225 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 2,304 $226K 0.04% +25 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,300 $226K <0.01% 0 13F-HR Timeline Group Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,290 $225K 0.03% +18 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,265 $222K <0.01% +137 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 2,245 $221K 0.02% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,237 $220K 0.01% 0 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 2,233 $219K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,225 $219K <0.01% +114 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,225 $219K <0.01% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 2,189 $215K 0.08% +1 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 2,129 $209K 0.15% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,108 $207K 0.02% -30 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,098 $206K 0.02% -202 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,087 $205K 0.01% +531 13F-HR Timeline Group FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 2,078 $204K 0.07% new 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,072 $204K 0.01% 0 13F-HR Timeline Contango Wealth Management LLC More: the full row for Contango Wealth Management LLC 2,068 $203K 0.23% 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 2,049 $201K <0.01% +2,026 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,994 $196K 0.02% 0 13F-HR Timeline Keewaydin Investments LLC More: the full row for Keewaydin Investments LLC 1,950 $192K 0.05% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,854 $182K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,800 $177K 0.1% -51 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,711 $168K <0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,666 $164K 0.04% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,555 $153K <0.01% +61 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,493 $147K 0.05% +17 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,225 $120K <0.01% 0 13F-HR Timeline IFC & Insurance Marketing, Inc. 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