GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,815,006 $135M 0.02% -110,115 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/ 1,337,668 $64.4M 0.01% +72,106 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,319,460 $63.5M <0.01% +25,189 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,039,284 $50M 0.01% +64,529 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 654,008 $31.5M 0.01% -52,860 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 509,673 $24.5M 0.01% +56,345 13F-HR Timeline Group 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 498,487 $24M <0.01% +427,009 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 446,554 $21.5M <0.01% +6,946 13F-HR Timeline Group Boothe Investment Group, Inc. More: the full row for Boothe Investment Group, Inc. 414,856 $20M 7.61% -115 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 407,099 $19.6M 0.04% +2,260 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 387,115 $18.6M <0.01% -14,487 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 374,190 $18M 0.01% +96,825 13F-HR Timeline Group PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 251,207 $12.1M 0.78% +226,860 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 215,763 $10.4M 3.66% -15,752 13F-HR/A Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 187,790 $9.04M 0.34% +2,315 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 169,106 $8.14M 0.71% +853 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 154,452 $7.43M 0.03% -7,258 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 144,030 $6.93M 0.24% 0 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 140,659 $6.77M 0.49% -10,974 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 137,882 $6.63M <0.01% +94,154 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 129,920 $6.25M <0.01% new 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 115,077 $5.54M <0.01% -6,977 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 113,673 $5.47M 0.01% +44,758 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 112,062 $5.39M 0.06% +13,726 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 107,751 $5.18M 0.01% +86,474 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 106,968 $5.15M 0.09% +100,472 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 106,269 $5.11M 0.01% +13,419 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 101,686 $4.89M 0.02% +211 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 98,420 $4.76M 1.81% -1,580 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 94,931 $4.57M 3.77% +16,712 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 86,777 $4.18M +2,168 Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 85,637 $4.12M 0.66% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 81,339 $3.91M <0.01% +2,914 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 77,925 $3.78M 0.01% +36,886 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 77,100 $3.73M 3.32% +12,813 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 66,183 $3.19M <0.01% +8,967 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 59,692 $2.87M 0.03% 0 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 57,622 $2.77M 0.05% +559 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 55,907 $2.69M <0.01% +6,344 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 55,461 $2.67M 0.05% new 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 52,440 $2.52M 0.09% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 52,364 $2.52M <0.01% -13,475 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 52,168 $2.51M <0.01% +1,197 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 51,017 $2.46M <0.01% +8,069 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 50,102 $2.41M 0.01% +43,092 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 49,556 $2.39M 0.07% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 48,722 $2.34M <0.01% +3,101 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 47,553 $2.29M 0.01% -6,205 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 46,675 $2.25M <0.01% -65 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 42,141 $2.03M <0.01% -2,030 13F-HR/A Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 39,824 $1.92M 0.17% new 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 34,807 $1.67M 0.81% +1,143 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 34,753 $1.67M 0.12% -4,219 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 32,540 $1.57M <0.01% 0 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 31,207 $1.5M 0.07% -28,087 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 29,754 $1.43M 0.31% +228 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 29,451 $1.42M 0.01% +99 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 29,378 $1.41M <0.01% -20,779 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 29,147 $1.4M 0.46% +608 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 29,025 $1.4M <0.01% +13,432 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 27,666 $1.33M <0.01% +4,723 13F-HR/A Timeline Group Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 26,600 $1.28M <0.01% -114,600 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 25,846 $1.24M <0.01% +481 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 25,590 $1.23M <0.01% +16,602 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 22,100 $1.06M 0.07% new 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 21,954 $1.06M 0.05% -260 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 20,047 $967K 0.06% -393 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 19,486 $938K <0.01% -1,378 13F-HR Timeline Group HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 18,674 $899K 0.28% new 13F-HR/A Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 17,700 $852K <0.01% 0 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 17,362 $835K <0.01% 0 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 16,794 $808K 0.01% 0 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 16,664 $802K <0.01% -680 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 16,479 $792K <0.01% +10,238 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 16,221 $781K 0.22% -5,654 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 14,910 $717K 0.01% +8,100 13F-HR Timeline Group Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 14,790 $715K 0.15% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 14,833 $714K <0.01% +257 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 14,813 $713K <0.01% -53 13F-HR Timeline Group Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 14,690 $707K 0.1% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 14,424 $694K 0.02% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 13,879 $668K 0.02% +1,320 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 13,640 $656K 0.06% 0 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 12,990 $625K 0.06% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 12,947 $623K <0.01% -1,083 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 12,678 $610K 0.01% +456 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 12,271 $591K 0.01% -1,140 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 11,916 $573K 0.01% -264 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 11,670 $562K 1.35% -127 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,375 $547K 0.02% -45 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 11,374 $547K 0.44% 0 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 11,364 $547K 0.44% -492 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 11,316 $545K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 10,956 $527K 0.02% +28 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 10,440 $502K <0.01% 0 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 10,312 $496K 0.02% 0 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 9,710 $467K 0.03% -1,350 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 9,516 $458K <0.01% -94 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 9,418 $453K 0.07% +493 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 9,163 $441K 0.1% -181 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 8,463 $407K 0.09% +68 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 8,372 $403K <0.01% -378 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 8,334 $401K 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 8,286 $399K 0.18% +150 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 8,085 $389K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,074 $389K 0.01% +1,577 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 8,000 $385K 0.08% 0 13F-HR Timeline Group ALETHEA CAPITAL MANAGEMENT, LLC More: the full row for ALETHEA CAPITAL MANAGEMENT, LLC 7,925 $381K 0.29% 0 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 7,912 $381K 0.28% -1,600 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 7,848 $378K 0.03% +2,859 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 7,504 $361K 0.09% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,432 $358K <0.01% 0 13F-HR Timeline Group Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 7,406 $356K 0.25% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 7,371 $355K <0.01% -102,653 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 7,260 $349K 0.11% +58 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 7,190 $346K 0.09% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 6,753 $325K <0.01% +204 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,675 $321K 0.01% -11,451 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 6,580 $317K 0.16% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 6,305 $303K 0.24% +3 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,080 $293K <0.01% -428 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 6,014 $289K 0.03% new 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 5,982 $288K 0.13% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,912 $284K <0.01% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,862 $282K 0.01% -257 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,782 $278K 0.02% -47 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 5,739 $276K <0.01% +609 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 5,600 $269K 0.07% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,586 $269K <0.01% -80 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 5,419 $263K 0.01% -7,759 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $262K 0.22% 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 $261K <0.01% 0 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,371 $258K 0.01% +14 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,317 $256K 0.03% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,235 $252K <0.01% +151 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 5,161 $248K 0.02% -30 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 5,148 $248K <0.01% -37,914 13F-HR Timeline Group WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 4,900 $236K 0.07% new 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,866 $234K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,624 $223K <0.01% 0 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 4,395 $211K 0.11% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 4,320 $208K 0.02% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,226 $203K <0.01% +6 13F-HR Timeline Group Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 4,175 $201K 0.08% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,168 $201K <0.01% new 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4,152 $197K 0.1% -2,575 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,000 $192K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,000 $192K 0.05% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 3,714 $179K 0.03% -130 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 3,493 $168K 0.08% -57 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,446 $166K <0.01% -208 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,418 $164K <0.01% -3,199 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,356 $161K 0.03% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 3,125 $150K <0.01% -1,097 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 3,000 $144K 0.04% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,848 $137K <0.01% -2,042 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,568 $124K <0.01% -600 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,566 $123K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,403 $116K <0.01% -192 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 2,000 $96.2K 0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,838 $88.4K <0.01% +1,378 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,729 $83.2K <0.01% +529 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,700 $81.5K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,560 $75.1K 0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,414 $68.1K <0.01% +882 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,180 $56.8K 0.02% 0 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,116 $53.7K 0.02% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,116 $53.7K 0.05% 0 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 1,060 $51K 0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,022 $49.2K 0.03% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 992 $47.7K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 812 $39.1K <0.01% +372 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 800 $38.5K <0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 760 $36.6K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 724 $34.8K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. 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