GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,633,720 $140M 0.02% -53,522 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/ 1,355,768 $71.9M 0.01% +10,037 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,277,299 $67.8M <0.01% -33,322 13F-HR/A Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 822,482 $43.6M -186,274 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 550,399 $29.2M 0.01% -49,115 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 491,959 $26.1M 0.01% -27,444 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 446,919 $23.7M <0.01% +401 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 445,445 $23.6M <0.01% +7,580 13F-HR Timeline Group Boothe Investment Group, Inc. More: the full row for Boothe Investment Group, Inc. 437,997 $23.2M 8.32% +14,183 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 429,664 $22.8M <0.01% -31,467 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 403,104 $21.4M 0.04% -4,345 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 350,827 $18.6M 0.01% -17,845 13F-HR Timeline Group PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 262,612 $13.9M 0.82% -5,483 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 203,540 $10.8M 0.52% +176,936 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 199,149 $10.6M 0.14% +174,443 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 192,280 $10.2M 0.37% +3,565 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 178,533 $9.47M 0.01% +76,236 13F-HR Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 171,045 $9.08M 0.73% -291 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 160,801 $8.53M 0.55% +11,002 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 153,249 $8.13M 0.03% -1,203 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 144,030 $7.64M 0.26% 0 13F-HR Timeline Group Sharper & Granite LLC More: the full row for Sharper & Granite LLC 108,574 $5.76M 2.03% +455 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 107,742 $5.72M 0.01% -1,648 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 102,183 $5.42M 0.01% -23,761 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 96,748 $5.13M 0.02% -2,226 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 93,693 $4.97M 3.45% +3,653 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 86,422 $4.59M -16,577 Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 83,639 $4.44M <0.01% +5,853 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 74,956 $3.98M <0.01% +3,517 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 70,530 $3.82M 0.01% -2,366 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 71,237 $3.78M 0.1% +14,877 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 70,883 $3.76M <0.01% +15,958 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 63,428 $3.37M <0.01% -7,811 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 62,330 $3.31M 0.03% +84 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 57,621 $3.06M 0.05% -1 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 56,655 $3.01M <0.01% +1,773 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 55,541 $2.95M <0.01% -58,860 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 54,722 $2.9M <0.01% +1,144 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/ 53,393 $2.82M <0.01% +76 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 51,795 $2.75M <0.01% -1,044 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 49,285 $2.62M <0.01% -4,035 13F-HR/A Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 42,755 $2.3M 0.36% +41,821 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 42,938 $2.28M <0.01% +2,775 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 42,516 $2.26M 0.11% +7,480 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 41,761 $2.22M 0.07% -4,730 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 37,020 $1.96M <0.01% -8,936 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 35,714 $1.9M <0.01% +6,689 13F-HR Timeline Group Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 34,484 $1.83M 0.85% -1,063 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 34,248 $1.82M 0.11% -330 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 32,903 $1.75M 0.29% 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 32,540 $1.73M <0.01% new 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 31,352 $1.66M <0.01% -2,521 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 30,657 $1.63M 0.31% +918 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 29,140 $1.55M 0.08% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 27,969 $1.48M <0.01% -809 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 26,892 $1.43M 0.01% -2,289 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 26,797 $1.42M 0.04% +12,336 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 26,077 $1.38M <0.01% +200 13F-HR Timeline Group Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 24,315 $1.29M <0.01% +6,665 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 22,800 $1.21M 0.07% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 21,303 $1.13M <0.01% +44 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 21,010 $1.11M 0.14% 0 13F-HR/A Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 20,378 $1.08M <0.01% new 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 20,354 $1.08M 0.05% 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 19,722 $1.05M 0.03% new 13F-HR Timeline Group Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 20,715 $1.04M 1.02% 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 19,470 $1.03M <0.01% 0 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 19,206 $1.02M <0.01% -31,332 13F-HR Timeline Karnit Road Accident Victims Compensati… More: the full row for Karnit Road Accident Victims Compensation Fund 19,080 $1.01M 0.57% 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 17,700 $939K <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 $921K <0.01% 0 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 16,816 $892K 0.01% +2,016 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 16,794 $891K 0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 15,976 $848K 0.02% +957 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 15,783 $839K 0.03% -26,861 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 14,790 $792K 0.16% 0 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 14,900 $791K 0.09% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 14,461 $767K 0.01% +776 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 14,944 $754K <0.01% +269 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 13,752 $730K <0.01% -2,607 13F-HR Timeline Group Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 13,640 $724K 0.06% 0 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 12,990 $689K 0.06% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,363 $656K <0.01% +3,268 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 11,886 $631K 0.1% -74,435 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 11,798 $626K 0.01% +34 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 11,431 $607K 0.44% +88 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 11,430 $606K 1.29% -240 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 11,374 $604K 0.44% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 11,127 $590K 0.01% -834 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 11,013 $584K 0.02% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 10,989 $583K 0.15% 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 10,822 $574K 0.07% -423 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 10,582 $562K <0.01% -5,242 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 10,440 $554K <0.01% 0 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 10,312 $547K 0.02% 0 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 10,020 $546K 0.12% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,184 $540K 0.01% -144 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,920 $526K <0.01% -2 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 8,902 $472K 0.01% new 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 8,700 $462K 0.03% -650 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 8,334 $442K 0.01% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 8,310 $441K <0.01% -99 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 8,286 $440K 0.19% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 8,099 $428K <0.01% +5,530 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 8,012 $425K 0.26% +100 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 7,789 $413K 0.09% -370 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 7,594 $403K <0.01% +961 13F-HR Timeline ALETHEA CAPITAL MANAGEMENT, LLC More: the full row for ALETHEA CAPITAL MANAGEMENT, LLC 7,430 $394K 0.19% -495 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 7,406 $393K 0.24% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 7,384 $392K 0.06% new 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 7,261 $385K 0.1% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,262 $385K <0.01% 0 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 7,165 $380K 0.01% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 7,086 $376K 0.08% +61 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,003 $372K <0.01% -1,166 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,893 $366K 0.03% -770 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 6,765 $359K 0.3% 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 6,740 $358K 0.09% 0 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 6,580 $349K 0.16% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,409 $340K <0.01% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,277 $333K 0.01% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 6,116 $324K 0.22% -190 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,115 $324K <0.01% +1,552 13F-HR Timeline Group CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 5,982 $317K 0.12% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 5,876 $312K 0.03% -49 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,816 $309K 0.01% -47 13F-HR Timeline Group BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 5,600 $297K 0.07% 0 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 5,530 $293K 0.12% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,502 $292K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $289K 0.22% 0 13F-HR Timeline Amount filed as zero, left out of ratios. HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,438 $289K <0.01% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 5,434 $288K <0.01% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 5,320 $282K <0.01% +2,902 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,239 $278K 0.01% 0 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,911 $261K 0.02% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 4,900 $260K 0.07% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 4,898 $259K <0.01% -20,204 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,866 $258K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,858 $258K <0.01% +234 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,787 $254K <0.01% -61 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,756 $252K <0.01% -501 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,463 $237K <0.01% -250 13F-HR Timeline Group Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 4,400 $233K 0.11% 0 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 4,395 $233K 0.1% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,386 $233K <0.01% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,382 $233K <0.01% new 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 4,363 $231K 0.07% -215,544 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,099 $226K 0.02% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,228 $224K <0.01% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,220 $224K <0.01% -8 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,000 $212K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,000 $212K 0.05% 0 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 3,900 $207K 0.04% new 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,875 $206K 0.11% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,812 $202K 0.01% new 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 3,714 $197K 0.03% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,410 $185K <0.01% -36 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 3,439 $182K 0.07% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,356 $178K 0.03% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 3,220 $171K 0.15% 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 3,000 $159K 0.04% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,914 $155K <0.01% +346 13F-HR Timeline Group Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 2,600 $138K 0.09% 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,566 $136K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,411 $128K <0.01% -1,324 13F-HR Timeline Group LANARK FINANCIAL, INC. 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More: the full row for Ayalon Insurance Comp Ltd. 1,060 $56K 0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,022 $54.2K 0.03% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 992 $52.6K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 918 $48.7K <0.01% +366 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 860 $45.6K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 753 $40K <0.01% -7 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 732 $38.8K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 724 $38.4K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. 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