STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 3,776,066 $99.4M <0.01% -7,733 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,541,271 $93.2M 0.28% +512,866 13F-HR Timeline Group Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 3,137,649 $82.6M -98,535 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,433,535 $37.7M 0.01% +29,423 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 1,277,212 $33.6M 1.9% -1,281 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,070,611 $28.2M 0.45% -7,034 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 1,001,735 $26.4M 3.77% +98,513 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 838,358 $22.1M 0.04% -29,117 13F-HR Timeline Group Stadion Money Management, LLC More: the full row for Stadion Money Management, LLC 667,650 $17.5M 1.4% -11,898 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 657,151 $17.3M <0.01% -9,387 13F-HR/A Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 652,659 $17.1M 2.72% +21,823 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 620,526 $16.3M 1.34% +11,003 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 563,247 $14.8M <0.01% -30,110 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 426,798 $11.2M <0.01% +326 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 348,235 $9.16M <0.01% -13,582 13F-HR Timeline Group ERn Financial, LLC More: the full row for ERn Financial, LLC 310,399 $8.17M 1.61% +49,204 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 295,385 $7.77M 1.26% +133,799 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 280,713 $7.39M 0.02% +29,630 13F-HR Timeline Group Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 253,190 $6.66M 1.64% +4,485 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 249,769 $6.57M <0.01% +150,096 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. 216,040 $5.68M 0.11% -2,819 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 193,039 $5.08M 0.3% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 190,581 $5.02M 0.23% +18,750 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 168,774 $4.44M 0.01% +1,854 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 155,749 $4.1M 0.26% +9,949 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 152,774 $4.02M 0.01% +32,599 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 148,176 $3.9M <0.01% -165,305 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 129,883 $3.42M <0.01% +71,284 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 129,725 $3.41M 0.15% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 121,622 $3.2M 0.02% -823 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 120,923 $3.18M 0.16% +5,717 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 114,430 $3.01M <0.01% -4,412 13F-HR Timeline Group Verde Capital Management More: the full row for Verde Capital Management 113,269 $2.98M 0.66% -9,238 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 112,769 $2.97M <0.01% -40,753 13F-HR Timeline Group Note Advisors, LLC More: the full row for Note Advisors, LLC 101,951 $2.68M 1.6% +5,378 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 101,657 $2.68M <0.01% -26 13F-HR Timeline Group PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 100,936 $2.66M 1.18% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 100,936 $2.66M 1.18% +3,490 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 100,102 $2.63M 0.05% +751 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 92,721 $2.44M 0.1% +6,134 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 87,508 $2.3M 0.22% +434 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 87,423 $2.3M 0.21% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 79,542 $2.09M 0.14% -4,939 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 77,322 $2.03M 0.08% -1,913 13F-HR Timeline Group Rinkey Investments More: the full row for Rinkey Investments 71,234 $1.87M 0.5% -5,777 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 68,405 $1.8M 0.2% +6,581 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 67,230 $1.77M 0.19% +1,486 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 64,513 $1.69M 0.05% -2,211 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 56,226 $1.48M 0.09% +9,321 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 53,251 $1.4M 0.14% +1 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 52,600 $1.38M 0.05% +41,082 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 50,639 $1.33M 0.01% +42,251 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 49,661 $1.31M <0.01% -6,482 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 48,807 $1.28M <0.01% +554 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 48,228 $1.27M 0.02% +7,924 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 47,535 $1.25M 0.03% -2,304 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 47,446 $1.25M <0.01% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 46,296 $1.22M <0.01% -5,475 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 44,874 $1.18M <0.01% -504 13F-HR Timeline Group City State Bank More: the full row for City State Bank 42,365 $1.11M 0.32% -310 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 38,573 $1.02M 0.22% +2,987 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 38,433 $1.01M 0.03% -212 13F-HR Timeline Group Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 38,421 $1.01M 0.25% -995 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 37,671 $991K <0.01% +4,091 13F-HR Timeline Group Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 37,258 $980K 0.24% -251 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 36,820 $969K <0.01% +2,046 13F-HR Timeline Busey Bank More: the full row for Busey Bank 35,499 $934K 0.03% -3,518 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 35,430 $932K 0.03% -2,671 13F-HR Timeline Group Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 32,662 $860K 0.48% -4,477 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 31,041 $817K 0.01% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 30,998 $816K <0.01% 0 13F-HR Timeline Group STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 29,266 $770K 0.71% +36 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 28,843 $759K <0.01% -83 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 26,846 $706K 0.01% -4,654 13F-HR/A Timeline Auour Investments LLC More: the full row for Auour Investments LLC 25,793 $679K 0.22% +410 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 25,378 $668K 0.03% -2,107 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 25,300 $666K <0.01% +24,977 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 24,119 $635K <0.01% -7,616 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 22,466 $591K 0.07% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 22,159 $583K <0.01% -7,416 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 21,653 $570K <0.01% -469 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 21,471 $565K <0.01% new 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 20,963 $552K <0.01% -9,259 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 19,735 $519K 0.1% 0 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 19,849 $517K 0.06% +863 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 19,282 $507K <0.01% +2,683 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 18,605 $490K 0.01% -1,699 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 18,436 $485K 0.15% -5,108 13F-HR Timeline Group Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 18,253 $480K 0.43% +300 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 16,985 $447K <0.01% -1,642 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 16,589 $437K 0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 16,447 $433K 0.18% -2,984 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 15,752 $415K 0.08% -21,108 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 15,442 $406K 0.02% -3,028 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 15,238 $401K <0.01% +1,862 13F-HR Timeline Group TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 15,122 $398K 0.13% +4,205 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 14,679 $386K 0.01% -7,516 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 14,001 $368K 0.03% -3,651 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13,775 $362K <0.01% -2,534 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 13,676 $360K 0.11% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 13,170 $347K <0.01% -386 13F-HR/A Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 13,071 $344K 0.14% -1,592 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 12,971 $341K 0.19% +350 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 12,856 $338K 0.01% -3,086 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 12,693 $334K 0.09% -419 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 12,164 $320K 0.02% -20,307 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 12,125 $319K 0.03% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 12,117 $319K 0.02% -1,155 13F-HR/A Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 11,862 $312K <0.01% -3,377 13F-HR Timeline Group LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 11,700 $308K 0.14% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 11,607 $305K <0.01% -897 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 11,514 $305K 0.05% -160 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 10,933 $287K 0.05% +77 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 10,591 $279K 0.08% -2,561 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,419 $274K <0.01% -751 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 10,340 $272K 0.04% -120 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 10,338 $272K 0.02% +2 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 10,153 $267K 0.07% +950 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 9,765 $257K 0.12% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 9,556 $251K <0.01% -193 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 9,548 $251K <0.01% 0 13F-HR Timeline Group NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 9,520 $251K 0.04% +113 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 9,502 $250K 0.04% -2,141 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 8,881 $234K 0.01% -340 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,765 $230K <0.01% -302 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,575 $226K 0.01% -1,038 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 7,976 $210K 0.04% -191 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 7,826 $206K 0.06% 0 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 7,727 $203K 0.14% -260 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,643 $201K <0.01% new 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6,204 $163K 0.02% +103 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 5,344 $141K 0.03% +5,344 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 5,240 $138K 0.06% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 4,992 $131K 0.14% -6,123 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,668 $123K <0.01% -3 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 4,572 $120K <0.01% +313 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 4,323 $114K <0.01% +51 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,237 $111K 0.04% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,118 $108K <0.01% -501 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,022 $106K <0.01% -177 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,766 $99.1K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,711 $97.7K 0.01% +1,127 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,369 $88.7K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,037 $79.9K 0.01% +61 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 2,756 $72.5K 0.03% 0 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 2,734 $71.9K 0.03% -396 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,463 $64.8K <0.01% -1,578 13F-HR Timeline Group Fairway Wealth LLC More: the full row for Fairway Wealth LLC 2,133 $56.1K 0.02% -968 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,967 $51.8K 0.01% +22 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,753 $46.1K <0.01% -251 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,649 $43.4K 0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,638 $43.1K 0.01% -110 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 1,600 $42.1K <0.01% 0 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,375 $36.2K <0.01% +563 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,087 $28.6K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,052 $27.7K <0.01% -4,005 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 938 $24.7K <0.01% -1,121 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 850 $22.4K 0.02% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 816 $21.5K <0.01% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 700 $18.4K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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