GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,442,985 $139M 0.01% -125,633 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/ 1,342,831 $76.5M <0.01% -9,980 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,265,333 $72.1M <0.01% +21,047 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 857,405 $48.9M +3,696 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 530,852 $30.3M 0.01% -1,219 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 492,910 $28.1M <0.01% +2,776 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 447,535 $25.5M <0.01% -567 13F-HR Timeline Group Boothe Investment Group, Inc. More: the full row for Boothe Investment Group, Inc. 446,055 $25.4M 8.01% -327 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 421,768 $24M <0.01% -9,132 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 413,712 $23.6M 0.04% +8,516 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 395,634 $22.6M <0.01% -46,653 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 340,760 $19.4M 0.01% -854 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 291,745 $16.6M 0.31% +58,107 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 262,566 $15M 0.79% -626 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 257,124 $14.7M 0.14% +31,541 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 193,515 $11M 0.37% -3,695 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 189,717 $10.8M 0.62% -5,827 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 155,318 $8.85M 0.03% +2,069 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 144,030 $8.21M 0.25% 0 13F-HR Timeline Group Sharper & Granite LLC More: the full row for Sharper & Granite LLC 114,024 $6.5M 2.01% +1,055 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 107,588 $6.13M 0.02% -154 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 100,300 $5.72M 0.52% new 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 93,306 $5.32M <0.01% -1,483 13F-HR Timeline Group CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 93,087 $5.31M 3.11% -6,478 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 84,497 $4.74M <0.01% +3,510 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 80,356 $4.58M -1,609 Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 79,229 $4.52M <0.01% -32,558 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 67,460 $3.85M 0.02% -605 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 63,175 $3.6M <0.01% +6,703 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 61,334 $3.5M 0.01% -51,378 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 60,671 $3.46M <0.01% +2,121 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 59,896 $3.39M <0.01% +831 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 58,308 $3.32M 0.05% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 55,507 $3.15M <0.01% +103 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 53,518 $3.05M <0.01% -3,843 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 51,566 $2.94M 0.15% +4,822 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 48,984 $2.79M <0.01% -1,720 13F-HR/A Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 48,087 $2.74M <0.01% new 13F-HR Timeline Group Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 52,080 $2.72M <0.01% 0 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 44,620 $2.54M <0.01% -8,837 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 44,043 $2.51M <0.01% +58 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 43,408 $2.47M <0.01% +1,101 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 42,854 $2.41M <0.01% -1,091 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 40,268 $2.3M <0.01% -3,986 13F-HR Timeline Group Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 36,891 $2.1M 0.82% +2,495 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 34,649 $1.97M <0.01% +176 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 33,255 $1.9M 0.09% -1,858 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 32,540 $1.85M <0.01% 0 13F-HR Timeline Group LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 30,896 $1.76M 0.26% -1,038 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 28,036 $1.6M <0.01% -989 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 27,551 $1.57M <0.01% -1,590 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 26,797 $1.53M 0.04% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 26,454 $1.51M <0.01% -517 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 23,479 $1.34M <0.01% -2,920 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 23,250 $1.33M 0.06% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 23,200 $1.32M 0.32% +17,600 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 22,530 $1.28M <0.01% +437 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 21,377 $1.22M 0.12% +367 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 21,093 $1.2M 0.12% +921 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 20,715 $1.18M 1.12% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 20,354 $1.16M 0.04% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 19,042 $1.09M 0.02% +357 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 19,020 $1.08M <0.01% -450 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 17,700 $1.01M <0.01% 0 13F-HR Timeline Group Karnit Road Accident Victims Compensati… More: the full row for Karnit Road Accident Victims Compensation Fund 17,610 $1M 0.57% 0 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 17,397 $985K 0.03% -800 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 16,794 $957K 0.01% 0 13F-HR Timeline Group HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 16,010 $913K 0.18% 0 13F-HR/A Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 15,085 $860K 0.11% +185 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 14,875 $848K <0.01% -69 13F-HR Timeline Group Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 14,390 $811K 0.15% -400 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 13,832 $787K <0.01% -2,184 13F-HR Timeline Group Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 13,640 $777K 0.06% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,419 $765K 0.01% -1,072 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 13,052 $744K <0.01% -492 13F-HR Timeline Group FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 11,669 $665K 0.51% -206 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 11,507 $656K 0.01% -136 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 11,473 $654K <0.01% -2,138 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 11,374 $648K 0.39% 0 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 11,131 $634K 1.16% -299 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 11,095 $632K 0.02% +30 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 11,060 $630K 0.4% +35 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 10,788 $615K <0.01% +206 13F-HR Timeline Group Napier Financial, LLC More: the full row for Napier Financial, LLC 10,533 $600K 0.13% +27 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 10,440 $595K <0.01% 0 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,314 $588K 0.01% -90 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 10,232 $583K 0.12% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 9,982 $569K 0.02% 0 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 9,943 $567K 0.09% -1,872 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 9,846 $561K <0.01% -4 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,590 $547K 0.01% -134 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 9,517 $542K 0.19% +4,497 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 9,359 $533K 0.01% +457 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 8,629 $490K 0.06% -1,712 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 8,489 $484K 0.18% +133 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 8,334 $475K 0.01% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 8,098 $462K 0.02% -70,268 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $461K 0.11% new 13F-HR Timeline Amount filed as zero, left out of ratios. Capstone Wealth Management Group, Inc. in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group, Inc. 8,012 $457K 0.28% 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 7,778 $443K <0.01% -118 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 7,569 $431K 0.08% -210 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 7,450 $425K 0.05% +127 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 7,320 $417K 0.08% +59 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 7,306 $416K 0.23% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 7,271 $414K 0.02% +556 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,262 $414K <0.01% 0 13F-HR Timeline Group HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 7,214 $411K 0.07% +96 13F-HR Timeline ALETHEA CAPITAL MANAGEMENT, LLC More: the full row for ALETHEA CAPITAL MANAGEMENT, LLC 7,165 $408K 0.17% -265 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 7,160 $408K <0.01% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,591 $376K <0.01% +2 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 6,580 $375K 0.15% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 6,512 $371K <0.01% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 6,440 $367K 0.08% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,409 $365K <0.01% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,346 $362K <0.01% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 6,144 $350K 0.03% +56 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,119 $349K 0.01% -158 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,112 $348K <0.01% +1,050 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,092 $346K 0.03% +1,155 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 5,982 $341K 0.15% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,716 $326K <0.01% -4 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 5,585 $318K <0.01% -214 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,464 $311K <0.01% +26 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $310K 0.23% -1 13F-HR Timeline Amount filed as zero, left out of ratios. Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 5,434 $310K <0.01% 0 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,367 $306K <0.01% +1 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,251 $299K <0.01% +12 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,040 $287K <0.01% -462 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 5,010 $286K <0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 5,002 $285K <0.01% +15 13F-HR Timeline Group WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 4,900 $279K 0.06% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 4,879 $278K 0.17% -817 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,866 $277K 0.01% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,791 $273K 0.02% -110 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,561 $260K <0.01% +73 13F-HR Timeline Group 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 4,537 $259K 0.12% +112 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,530 $258K 0.01% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,452 $254K 0.01% +42 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 4,437 $253K 0.06% +74 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 4,495 $253K 0.01% new 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 4,400 $251K 0.1% 0 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 4,395 $251K 0.09% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,124 $235K <0.01% -500 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,058 $231K <0.01% -1 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,000 $228K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,000 $228K 0.11% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,950 $225K <0.01% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 3,900 $222K 0.03% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,840 $219K <0.01% new 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,707 $211K <0.01% -469 13F-HR/A Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,705 $211K <0.01% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,703 $211K 0.01% new 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,650 $208K <0.01% new 13F-HR Timeline Group Destination Wealth Management More: the full row for Destination Wealth Management 3,600 $205K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,600 $203K <0.01% -3,230 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,410 $195K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,356 $191K 0.03% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,328 $190K <0.01% -5,871 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 3,305 $188K 0.03% -253 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,266 $186K <0.01% +700 13F-HR Timeline BAYBAN More: the full row for BAYBAN 3,220 $184K 0.14% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 3,043 $173K 0.06% -167 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 3,000 $171K 0.04% 0 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 2,952 $168K +35 Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,864 $163K <0.01% -44 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,484 $142K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,304 $131K <0.01% +1,083 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,214 $125K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,038 $116K <0.01% 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,014 $115K <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 1,900 $108K <0.01% 0 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,560 $88.9K 0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,480 $84.4K 0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,304 $74.3K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,180 $67.3K 0.02% 0 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,116 $64.8K 0.02% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,022 $58.3K 0.04% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 811 $45.8K <0.01% -93 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 753 $42.9K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 742 $42.3K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 725 $41.3K <0.01% +157 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 700 $39.9K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 681 $38.8K <0.01% -51 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 668 $37.7K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 657 $37.4K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 583 $33.2K <0.01% +247 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 533 $30.4K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 500 $28.5K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 486 $27.7K <0.01% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 478 $27.2K <0.01% new 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 450 $25.6K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 421 $24K <0.01% +7 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 400 $22.8K 0.01% 0 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 340 $19.4K 0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 322 $18.4K <0.01% 0 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 314 $17.9K 0.02% 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 314 $17.9K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 306 $17.4K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 285 $16.3K <0.01% 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 268 $15.3K 0.01% 0 13F-HR/A Timeline