Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 71,853 $3.56M 0.01% -20,376 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 71,795 $3.56M 0.04% -6,346 13F-HR Timeline Group Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 71,405 $3.54M 1.62% +2,482 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 71,195 $3.53M 1.42% +475 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. 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More: the full row for Nova R Wealth, Inc. 66,413 $3.29M 0.96% +7,774 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 63,878 $3.17M 0.55% +580 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 63,291 $3.14M 0.39% -22,888 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 62,287 $3.09M 0.88% +6,423 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 62,170 $3.08M 1.85% +3,315 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 62,047 $3.07M 0.06% -3,262 13F-HR Timeline Group CLG LLC More: the full row for CLG LLC 61,474 $3.05M 0.67% +23,192 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. 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More: the full row for MAIMON WEALTH MANAGEMENT LTD. 47,387 $2.35M 1.81% +1,415 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 47,240 $2.34M 0.25% +4,469 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 45,216 $2.34M 0.61% +2,278 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 47,204 $2.32M 0.01% -45,863 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 46,365 $2.3M <0.01% -1,589 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 45,607 $2.26M 0.7% -1,486 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 45,435 $2.25M 0.01% +175 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 45,084 $2.23M 0.12% -29 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 44,390 $2.2M 0.18% -2,888 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 43,840 $2.17M 0.84% -748 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 43,755 $2.17M 1.09% +1,710 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 43,648 $2.16M 0.39% +3,119 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 43,544 $2.16M 0.01% -4,760 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 43,125 $2.14M 0.83% 0 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. 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More: the full row for Yoder Wealth Management, Inc. 31,106 $1.54M 0.6% -240 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 30,936 $1.53M <0.01% -1,939 13F-HR/A Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 30,874 $1.53M 0.05% -1,597 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 30,669 $1.52M 0.31% -2,216 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 30,587 $1.52M 1.4% +479 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 30,390 $1.51M 0.04% +2,421 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 30,325 $1.5M 0.15% +715 13F-HR Timeline Clark Capital Management Group, Inc. 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More: the full row for Daybright Advisory Services, Inc. 28,494 $1.43M 0.34% -72,546 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 27,850 $1.38M 0.43% -1,080 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 26,748 $1.33M 0.4% -1,328 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 26,497 $1.31M 0.01% +680 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 25,934 $1.29M 0.15% -139 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 25,593 $1.27M <0.01% new 13F-HR Timeline Group Crane Advisory, LLC More: the full row for Crane Advisory, LLC 25,501 $1.26M 0.18% +29 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 25,487 $1.26M <0.01% +20,994 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 24,948 $1.24M 0.08% -1,220 13F-HR/A Timeline Jupiter Topco LLC in group Janus Henderson More: the full row for Jupiter Topco LLC 24,519 $1.21M <0.01% 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 24,320 $1.21M 0.15% +5,300 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 24,110 $1.19M 0.05% +878 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 23,700 $1.17M 0.6% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 23,224 $1.15M 0.01% +5,111 13F-HR/A Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 23,207 $1.15M 0.02% -570 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 23,048 $1.14M 0.21% +311 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 22,799 $1.13M 0.02% +9,661 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 22,640 $1.12M 0.07% -107 13F-HR Timeline Trust Co More: the full row for Trust Co 22,544 $1.12M 0.1% -801 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 22,279 $1.1M 0.61% -8,475 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 22,217 $1.1M 0.1% +104 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 22,114 $1.1M 0.03% +520 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 21,785 $1.08M 0.11% +113 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 21,681 $1.07M 0.05% -154 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 21,561 $1.07M 0.03% -320 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 21,092 $1.05M 0.02% -737 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 20,736 $1.03M <0.01% +8,705 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 20,631 $1.02M <0.01% +93 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 20,360 $1.01M <0.01% +7,174 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 20,042 $993K 0.34% -201 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 19,944 $988K 0.76% -201 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 19,848 $983K 0.36% -525 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 19,797 $981K 0.04% +597 13F-HR Timeline Geneos Wealth Management Inc. 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