GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,568,618 $134M 0.02% -65,102 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/ 1,352,811 $70.8M 0.01% -2,957 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,244,286 $65.1M <0.01% -33,013 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 853,709 $44.6M +31,227 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 532,071 $27.8M 0.01% -18,328 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 490,134 $25.6M 0.01% -1,825 13F-HR/A Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 448,102 $23.4M <0.01% +1,183 13F-HR Timeline Group Boothe Investment Group, Inc. More: the full row for Boothe Investment Group, Inc. 446,382 $23.3M 7.51% +8,385 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 442,287 $23.1M <0.01% -3,158 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 430,900 $22.5M <0.01% +1,236 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 405,196 $21.2M 0.04% +2,092 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 341,614 $17.9M 0.01% -9,213 13F-HR Timeline Group PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 263,192 $13.8M 0.83% +580 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 233,638 $12.2M 0.29% +30,098 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 225,583 $11.8M 0.13% +26,434 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 197,210 $10.3M 0.39% +4,930 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 195,544 $10.2M 0.66% +34,743 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 153,249 $8.01M 0.03% 0 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 144,030 $7.53M 0.25% 0 13F-HR Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 113,282 $5.92M 0.5% -57,763 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 112,969 $5.91M 2.02% +4,395 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 112,712 $5.89M 0.01% +4,970 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 111,787 $5.85M 0.01% +9,604 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 107,742 $5.63M 0.02% +10,994 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 99,565 $5.21M 3.49% +5,872 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 94,789 $4.96M <0.01% +11,150 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 81,965 $4.29M -4,457 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 80,987 $4.11M <0.01% +6,031 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 78,366 $4.1M 0.13% +36,605 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 68,065 $3.56M 0.02% +5,735 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 58,550 $3.06M <0.01% +3,828 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 58,308 $3.05M 0.05% +687 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 59,065 $3.02M <0.01% -4,363 13F-HR/A Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 57,361 $3M <0.01% -13,522 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 56,472 $2.95M <0.01% -183 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/ 55,404 $2.9M <0.01% +2,011 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 53,457 $2.8M <0.01% -2,084 13F-HR/A 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% +27,765 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 50,704 $2.65M <0.01% -1,091 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 46,744 $2.44M 0.12% +4,228 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 43,945 $2.32M 0.01% -26,585 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 44,254 $2.31M <0.01% +26,892 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 43,985 $2.3M <0.01% +1,047 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42,307 $2.21M <0.01% -6,978 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 35,113 $1.84M 0.11% +865 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 34,473 $1.8M <0.01% -2,547 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 34,396 $1.8M 0.85% -88 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 32,540 $1.7M <0.01% 0 13F-HR Timeline Group LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 31,934 $1.67M 0.28% -969 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 29,141 $1.52M <0.01% -2,211 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 29,025 $1.52M <0.01% -6,689 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 26,971 $1.41M <0.01% -998 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 26,797 $1.4M 0.04% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 26,399 $1.38M <0.01% +322 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 23,250 $1.22M 0.06% +450 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 22,093 $1.16M <0.01% +790 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 21,010 $1.1M 0.13% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 20,354 $1.06M 0.05% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 20,172 $1.06M 0.13% +9,350 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 20,715 $1.05M 1.04% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 19,470 $1.02M <0.01% 0 13F-HR/A Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 18,685 $977K 0.02% +2,709 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 18,197 $930K 0.03% -1,525 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 17,700 $926K <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 $921K 0.54% -1,470 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 16,794 $878K 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 16,016 $838K 0.01% -800 13F-HR Timeline Group HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 16,010 $837K 0.17% new 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 14,790 $810K 0.15% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 14,944 $782K <0.01% 0 13F-HR Timeline Group Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 14,900 $779K 0.11% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 14,491 $758K 0.01% +30 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 13,640 $713K 0.06% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 13,611 $712K <0.01% +1,248 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 13,544 $708K <0.01% -208 13F-HR Timeline Group MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 12,990 $679K 0.06% 0 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 11,875 $621K 0.51% +5,110 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 11,815 $618K 0.12% -18,842 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 11,687 $611K 0.01% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 11,643 $609K 0.01% -155 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 11,430 $598K 1.24% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 11,374 $595K 0.39% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 11,065 $579K 0.02% +52 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 11,025 $577K 0.42% -406 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 10,341 $565K 0.08% -32,414 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 10,582 $553K <0.01% 0 13F-HR Timeline Group Napier Financial, LLC More: the full row for Napier Financial, LLC 10,506 $549K 0.13% -483 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 10,440 $546K <0.01% 0 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,404 $544K 0.01% -723 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 10,232 $535K 0.12% +212 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 9,982 $522K 0.02% -330 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 9,850 $515K <0.01% +1,540 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,724 $509K 0.01% -460 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,199 $481K <0.01% -721 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 8,902 $466K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 8,356 $437K 0.18% +70 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 8,334 $436K 0.01% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,166 $427K <0.01% new 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 $419K 0.26% 0 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 7,896 $413K <0.01% +302 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 7,779 $407K 0.09% -10 13F-HR Timeline ALETHEA CAPITAL MANAGEMENT, LLC More: the full row for ALETHEA CAPITAL MANAGEMENT, LLC 7,430 $389K 0.21% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 7,323 $383K 0.06% -61 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 7,306 $382K 0.24% -100 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,262 $380K <0.01% 0 13F-HR Timeline Group Next Level Private LLC More: the full row for Next Level Private LLC 7,261 $380K 0.09% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 7,118 $372K 0.07% +32 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 6,830 $361K <0.01% -1,269 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,715 $351K 0.03% -178 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,589 $345K <0.01% -414 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 6,580 $344K 0.16% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 6,440 $337K 0.08% -300 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,409 $335K <0.01% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,346 $332K <0.01% -819 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,277 $328K 0.01% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 6,088 $318K 0.04% +212 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 5,982 $313K 0.14% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 5,799 $303K <0.01% new 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,720 $299K <0.01% -395 13F-HR Timeline Group Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 5,696 $298K 0.21% -420 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 5,600 $293K 0.08% 0 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 5,530 $289K 0.14% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,502 $288K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1 $285K 0.25% +1 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,438 $284K <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 $284K <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. 5,366 $281K <0.01% +610 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. 5,239 $274K <0.01% 0 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,937 $270K 0.02% +838 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,062 $265K <0.01% new 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 5,020 $263K 0.1% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,987 $261K <0.01% +200 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,901 $256K 0.02% -10 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 4,900 $256K 0.06% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,866 $254K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,624 $242K <0.01% -234 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,488 $235K <0.01% +268 13F-HR Timeline Group 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 4,425 $231K 0.12% +550 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,410 $231K 0.01% new 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 4,400 $230K 0.1% 0 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 4,395 $230K 0.1% 0 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 4,363 $228K 0.07% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,176 $218K <0.01% -210 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,098 $214K <0.01% -130 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,059 $212K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,000 $209K <0.01% 0 13F-HR/A Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,000 $209K 0.05% 0 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 3,900 $204K 0.04% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 3,558 $186K 0.03% -156 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,410 $181K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,356 $176K 0.03% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 3,220 $168K 0.15% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 3,210 $168K 0.07% -229 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 3,000 $157K 0.04% 0 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 2,917 $153K new Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,908 $152K <0.01% -2,412 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,571 $134K <0.01% +160 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,566 $134K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,214 $113K <0.01% -13,569 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,014 $105K <0.01% -900 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 $99.4K <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 $81.6K 0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,304 $68.2K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,221 $63.9K <0.01% -105 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,180 $61.7K 0.02% 0 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,116 $58.4K 0.02% 0 13F-HR Timeline Ayalon Insurance Comp Ltd. 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