NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,331,397 $235M 0.03% -190,243 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 2,303,755 $233M 0.04% +100,470 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 444,186 $44.8M 0.01% +4,206 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 442,908 $44.7M 0.01% +116 13F-HR/A Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 380,738 $38.4M 0.03% -52,341 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 373,808 $37.7M <0.01% +28,309 13F-HR Timeline Group MASON STREET ADVISORS, LLC More: the full row for MASON STREET ADVISORS, LLC 348,675 $35.2M 3.44% -17,880 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 335,900 $33.9M 0.03% +82,400 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 328,608 $33.2M 0.01% -4,326 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 310,624 $31.4M 0.01% +93,761 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 297,832 $29.7M <0.01% +255,805 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/ 279,686 $28.2M <0.01% -18,230 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 237,069 $23.8M 0.01% +16,908 13F-HR/A Timeline Group McMill Wealth Management More: the full row for McMill Wealth Management 306,668 $23.5M 6.24% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 217,976 $22M 0.03% -5,839 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 178,635 $18M <0.01% -40,039 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 144,561 $14.6M 0.01% -1,293 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 139,614 $14.1M 0.07% +2,422 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 132,183 $13.6M 6.9% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 114,475 $11.6M 1.96% -3,884 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 107,389 $10.8M 0.24% +7,275 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 107,295 $10.8M 5.39% +1,720 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 95,345 $9.63M 0.01% -4,900 13F-HR Timeline Group AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 89,333 $9.02M 5.76% new 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 88,450 $8.93M 2.38% -40,807 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 73,045 $7.38M 0.19% new 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 71,086 $7.18M 0.6% +186 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 62,311 $6.29M 0.15% +2,256 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 58,325 $5.89M <0.01% +8,897 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 46,134 $4.66M <0.01% -849,335 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 44,709 $4.51M 0.01% -2,219 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 43,761 $4.42M <0.01% -13,770 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 43,547 $4.4M 0.02% +248 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 41,762 $4.22M 0.25% +3,736 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 41,737 $4.21M 0.06% +149 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 37,616 $3.8M 0.03% 0 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 37,490 $3.79M 0.83% +864 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 37,490 $3.79M 0.73% +864 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 36,511 $3.69M <0.01% -21,284 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 36,039 $3.64M 0.01% -1,237 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 29,516 $2.98M 0.22% +385 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 28,280 $2.86M 0.19% -1,927 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 27,604 $2.79M <0.01% -61 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 25,013 $2.53M <0.01% -44,844 13F-HR Timeline Group REBALANCE, LLC More: the full row for REBALANCE, LLC 23,656 $2.39M 0.14% +144 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 23,498 $2.37M <0.01% -6,597 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 23,177 $2.34M 0.01% -588 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 22,012 $2.22M <0.01% +5,184 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 21,856 $2.21M <0.01% new 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 21,755 $2.2M 0.27% +3,125 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 21,684 $2.19M <0.01% new 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. 20,827 $2.1M <0.01% -670 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 20,603 $2.08M <0.01% -2,291 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 19,244 $1.94M <0.01% -15,051 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 17,824 $1.8M <0.01% -575 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 17,820 $1.8M 0.01% +271 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 17,487 $1.77M <0.01% -1,585 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 17,053 $1.72M 0.91% -1,160 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 17,029 $1.72M 0.02% -23,072 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 15,967 $1.61M 0.04% -669 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 15,423 $1.56M <0.01% +113 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 15,349 $1.55M 0.04% +1,199 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 15,314 $1.55M 0.22% +10,190 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 14,336 $1.45M 0.19% -989 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 13,550 $1.37M <0.01% -1,200 13F-HR/A Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 13,183 $1.33M <0.01% +10,256 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 13,170 $1.33M <0.01% +6,140 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 13,105 $1.32M 0.26% +36 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 12,862 $1.3M 0.43% -1,680 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 12,740 $1.29M <0.01% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 12,249 $1.24M 0.09% -8,512 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 12,063 $1.22M 0.37% -98 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 11,999 $1.21M 0.52% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 11,633 $1.17M <0.01% +320 13F-HR Timeline Group OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 10,814 $1.09M 0.06% -110 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 10,427 $1.05M 0.01% +363 13F-HR Timeline Group Lee Financial Co More: the full row for Lee Financial Co 9,707 $980K 0.14% +2,171 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 9,145 $923K <0.01% +364 13F-HR Timeline Group Gibson Capital, LLC More: the full row for Gibson Capital, LLC 8,995 $908K 0.17% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 8,757 $884K <0.01% 0 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 8,756 $884K 0.01% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 8,724 $881K <0.01% 0 13F-HR Timeline Group Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 7,410 $748K 0.4% -3,562 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 7,287 $736K 0.01% +214 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 7,258 $733K 0.03% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,204 $727K <0.01% +31 13F-HR/A Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 6,776 $684K 0.5% +28 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,509 $657K 0.01% -389 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,480 $654K <0.01% -1,259 13F-HR Timeline Group Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 6,252 $631K 0.53% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 6,233 $629K 0.07% -9,932 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 6,195 $626K <0.01% +1,260 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 5,730 $579K 0.1% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 5,692 $575K 0.06% -35 13F-HR/A Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 5,386 $544K 0.05% +13 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 5,327 $538K 0.23% -449 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,070 $512K 0.01% -50,818 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,935 $498K <0.01% -2,439 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 4,890 $494K <0.01% +221 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,764 $484K <0.01% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,754 $480K 0.02% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,737 $478K <0.01% +250 13F-HR Timeline Group Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 4,725 $477K 0.17% -10 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 4,500 $454K 0.01% new 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,430 $454K 0.01% 0 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 4,472 $452K 0.12% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,461 $450K <0.01% +118 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,412 $445K 0.01% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 4,405 $445K 0.01% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,363 $441K <0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 4,346 $439K <0.01% 0 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 4,274 $431K 0.09% -1,181 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,059 $417K <0.01% -7,855 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 4,090 $413K 0.01% -339 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,032 $407K 0.01% 0 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 4,006 $404K <0.01% 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 3,752 $379K 0.04% -11 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,520 $355K <0.01% -7 13F-HR Timeline Group Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,512 $355K 0.06% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,418 $345K <0.01% -3,387 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,403 $344K 0.02% -30 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 3,385 $342K 0.29% +592 13F-HR/A Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,331 $336K 0.09% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,331 $336K 0.04% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,294 $333K <0.01% -426 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,090 $331K 0.01% +18 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,250 $328K <0.01% new 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,142 $317K <0.01% -263 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,080 $311K <0.01% +255 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,035 $306K 0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,020 $305K <0.01% -118 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,000 $303K 0.02% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,984 $301K <0.01% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,890 $292K <0.01% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,795 $282K 0.03% -26 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,766 $279K 0.02% -513 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,765 $279K 0.11% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,743 $277K 0.01% -23,152 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 2,627 $265K 0.2% -30 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,621 $265K <0.01% -22 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,598 $262K 0.01% -33 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,539 $256K 0.02% 0 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,483 $251K 0.03% +7 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 2,455 $248K 0.15% -162 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,399 $238K <0.01% +134 13F-HR Timeline Group Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 2,320 $234K 0.04% +16 13F-HR Timeline Cornerstone Wealth, LLC/TN More: the full row for Cornerstone Wealth, LLC/TN 2,143 $234K 0.13% 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,263 $228K 0.08% -156 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,245 $227K 0.02% 0 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 2,192 $221K new Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 2,178 $220K 0.1% -11 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 2,129 $215K 0.15% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,111 $213K 0.01% -126 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,108 $213K 0.02% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,854 $205K <0.01% new 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 2,015 $203K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,994 $201K 0.02% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,962 $198K <0.01% -338 13F-HR Timeline Group Keewaydin Investments LLC More: the full row for Keewaydin Investments LLC 1,950 $197K 0.06% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,938 $196K <0.01% -287 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,854 $187K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,785 $180K 0.1% -15 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,666 $168K 0.04% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,555 $157K <0.01% 0 13F-HR Timeline Vanguard National Trust Co in group VANGUARD GROUP INC More: the full row for Vanguard National Trust Co 1,452 $147K 0.01% 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,231 $124K 0.03% -262 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,225 $124K <0.01% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,185 $120K <0.01% -864 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,175 $119K <0.01% +1,172 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,068 $108K <0.01% +833 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 985 $99.5K <0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 970 $97.9K 0.03% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 873 $88.1K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 850 $85.8K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 829 $83.7K <0.01% +152 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 825 $83.3K 0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 813 $82K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 786 $78.3K <0.01% +18 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 763 $77.1K 0.03% -11 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 750 $76K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 650 $65.6K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 646 $65.3K <0.01% +147 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 644 $65K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. 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