BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 25,823,988 $300M 0.01% +1,025,711 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 15,182,048 $176M 0.87% +237,784 13F-HR Timeline JUPITER ASSET MANAGEMENT LTD in group JUPITER ASSET MANAGEMENT LTD More: the full row for JUPITER ASSET MANAGEMENT LTD 6,607,864 $76.6M 0.73% +1,407,478 13F-HR Timeline Group Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 5,079,061 $58.9M 1.95% -2,509,695 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 3,707,931 $43M 4.36% -400,369 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,598,574 $41.7M <0.01% +216,165 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,382,576 $39.2M 0.01% +337,830 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,496,122 $29M 0.01% +332,138 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 2,421,472 $28.1M 16.79% -10,900 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,307,232 $26.8M 0.01% -319,470 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,189,921 $25.4M 0.05% -1,981,721 13F-HR/A Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,936,840 $22.5M 0.33% +1,012,550 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 1,914,733 $22.2M 1.31% +22,684 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,688,705 $19.6M 15.32% -6,207 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,647,175 $19.1M <0.01% +93,363 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,632,350 $18.1M 1.93% +2,000 13F-HR Timeline Equinox Partners Investment Management … in group Equinox Partners Investment M… More: the full row for Equinox Partners Investment Management LLC 1,473,000 $17.1M 10.51% +935,000 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,353,847 $15.7M 0.69% +11,263 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,259,290 $14.6M 0.03% +134,342 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,110,948 $12.9M 0.02% +104,613 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,031,197 $12M 0.79% +18,598 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 939,695 $10.9M 0.02% +123,659 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 853,532 $9.9M +167,768 Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 820,893 $9.52M <0.01% +191,608 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 800,116 $9.28M 1.13% +43,236 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 763,746 $8.86M 0.05% new 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 742,012 $8.61M 0.16% -149,875 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 741,277 $8.6M 0.02% +224,091 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 739,518 $8.58M 0.29% -35,064 13F-HR Timeline Manatuck Hill Partners, LLC More: the full row for Manatuck Hill Partners, LLC 700,000 $8.12M 3.74% +325,000 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 654,283 $7.59M 0.01% +74,112 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 632,789 $7.3M <0.01% +52,019 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 619,229 $7.18M 0.18% -9,961 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 604,130 $7.01M 0.52% -15,217 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 588,269 $6.76M 0.01% -10,002 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 567,225 $6.58M 0.15% +3,246 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 566,764 $6.57M 1.9% -18,112 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 537,863 $6.24M 0.01% +155,587 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 532,653 $6.18M 0.02% -20,035 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 523,675 $6.08M 0.02% +69,345 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 515,913 $5.98M 1.15% +14,466 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 511,989 $5.94M 5.81% +108 13F-HR/A Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 495,671 $5.75M 0.11% +63,556 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 461,757 $5.36M 4.06% 0 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 450,074 $5.22M 1.46% +206,661 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 449,485 $5.21M new Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 444,256 $5.15M <0.01% +1,803 13F-HR Timeline Group Entruity Wealth, LLC More: the full row for Entruity Wealth, LLC 444,103 $5.15M 4.86% +2,344 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 440,084 $5.1M 0.01% +33,935 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 435,540 $5.05M 0.88% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 426,449 $4.95M 0.07% -8,434 13F-HR Timeline Group Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 420,225 $4.87M 1.1% +2,817 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 412,370 $4.78M 1.42% +7,323 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 393,188 $4.56M 0.24% +351,934 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 383,116 $4.44M 0.02% +274,391 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 361,452 $4.19M 0.11% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 354,855 $4.12M 0.08% +15,948 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 353,000 $4.09M 0.09% +159,000 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 352,218 $4.09M 0.22% -380 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 342,718 $3.98M 0.02% 0 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 334,557 $3.88M 0.25% -1,489 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 332,866 $3.86M 0.03% -31,557 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 331,939 $3.85M 0.47% -20 13F-HR/A Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 323,145 $3.75M 0.01% +15,000 13F-HR Timeline Group Nokomis Capital, L.L.C. More: the full row for Nokomis Capital, L.L.C. 322,821 $3.74M 1.61% +269,121 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 319,023 $3.7M 0.02% +19,726 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 335,980 $3.49M 0.12% new 13F-HR Timeline LM Asset Management Inc. More: the full row for LM Asset Management Inc. 300,000 $3.48M 3.57% -420,000 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 298,348 $3.46M 0.11% -2,851 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 298,263 $3.46M 0.07% +8,364 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 298,040 $3.46M 0.37% +35,102 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 295,360 $3.44M 0.67% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 288,349 $3.34M 0.01% -42,427 13F-HR Timeline Group Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 285,444 $3.31M <0.01% new 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 278,530 $3.23M 0.09% +7,876 13F-HR Timeline Group Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 272,149 $3.14M 0.57% +3,092 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. 247,335 $2.87M 0.06% -1,349 13F-HR Timeline Group ArchPoint Investors More: the full row for ArchPoint Investors 245,864 $2.85M 0.94% 0 13F-HR/A Timeline Amitell Capital Pte Ltd More: the full row for Amitell Capital Pte Ltd 240,680 $2.79M 2.16% +40,000 13F-HR Timeline Fore Capital, LLC More: the full row for Fore Capital, LLC 240,000 $2.78M 3.33% 0 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 236,775 $2.75M 0.65% +7,430 13F-HR Timeline Monaco Asset Management SAM More: the full row for Monaco Asset Management SAM 230,000 $2.67M 1.35% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 213,039 $2.47M 0.08% +12,916 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 212,600 $2.47M 0.03% 0 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 211,665 $2.46M 0.04% 0 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 209,949 $2.44M 0.87% +1,190 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 203,900 $2.37M 0.01% 0 13F-HR Timeline Group Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 202,696 $2.35M 1.41% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 200,630 $2.33M 0.03% +23 13F-HR Timeline SPX Gestao de Recursos Ltda in group SPX Gestao de Recursos Ltda More: the full row for SPX Gestao de Recursos Ltda 200,000 $2.32M 0.3% new 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 199,057 $2.31M 0.03% +1,107 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 194,345 $2.25M 0.64% +177,602 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 189,137 $2.19M 0.01% -6,315 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 184,173 $2.14M 0.05% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 190,050 $2.11M 0.91% +4,138 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 180,550 $2.09M 0.02% -24,300 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 179,435 $2.08M 0.36% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 177,701 $2.06M 0.1% +1,512 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 176,864 $2.05M 0.1% -210 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 172,568 $2M <0.01% +97,276 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 172,025 $2M <0.01% +45,275 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 169,776 $1.97M 0.06% +150,277 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 168,771 $1.96M 0.46% +12,696 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 165,625 $1.92M 0.96% +10,750 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 165,624 $1.92M 0.16% -1,629 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 164,297 $1.91M 0.53% +3,425 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 162,177 $1.88M 0.19% +2,730 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 160,243 $1.86M 0.01% +1,157 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 158,670 $1.84M 0.99% -2,281 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 155,054 $1.8M 0.14% +1,571 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 141,398 $1.64M 1.42% +30,100 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 138,976 $1.61M 0.43% -18,681 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 131,168 $1.52M +3,800 Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 130,000 $1.51M 0.07% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 127,777 $1.48M 0.13% +4,100 13F-HR Timeline Client First Investment Management LLC More: the full row for Client First Investment Management LLC 125,950 $1.46M 0.99% new 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 125,698 $1.46M 0.47% -6,938 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 122,982 $1.43M <0.01% +20,480 13F-HR Timeline Group HC Advisors, LLC More: the full row for HC Advisors, LLC 122,601 $1.42M 1.07% +700 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 121,346 $1.41M 0.04% +19,896 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 119,525 $1.39M 0.04% +4,500 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 120,640 $1.39M 0.01% +39,435 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 118,851 $1.38M 0.02% -10,152 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 113,205 $1.31M 0.06% +7,738 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 112,799 $1.31M 0.04% +57,551 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 109,834 $1.27M 0.14% +125 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 107,743 $1.25M 0.19% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 106,042 $1.23M 0.11% +429 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 104,081 $1.21M 0.98% 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 102,395 $1.19M <0.01% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 100,412 $1.16M <0.01% -407,764 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 100,324 $1.16M 0.04% -740 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 100,200 $1.16M 0.43% -73,400 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 99,500 $1.15M 0.12% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 98,436 $1.14M 0.01% +48,477 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 97,827 $1.13M <0.01% -40 13F-HR Timeline Group Sicart Associates LLC More: the full row for Sicart Associates LLC 97,637 $1.13M 0.39% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 95,636 $1.11M 0.02% +9,147 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 95,329 $1.11M 0.01% 0 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 92,500 $1.08M 0.01% new 13F-HR/A Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 89,450 $1.04M 0.07% +19,670 13F-HR Timeline NOMURA HOLDINGS INC in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA HOLDINGS INC 89,379 $1.04M 0.01% -178,700 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 89,123 $1.03M 0.01% +11,400 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 88,924 $1.03M 0.08% +11,887 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 87,792 $1.02M 0.24% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 85,700 $994K 0.2% +11,570 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 85,300 $989K 0.07% +1,485 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 84,725 $981K 0.17% 0 13F-HR/A Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 84,520 $980K 0.57% -175 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 81,510 $946K 0.07% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 79,867 $926K 0.04% +4,050 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 79,848 $926K 0.39% new 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 77,704 $901K 0.41% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 75,267 $873K 0.01% +1,045 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 73,664 $855K 0.03% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 72,703 $843K 0.09% +52,310 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 70,575 $817K 0.07% new 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 69,236 $803K 0.09% -9,610 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 68,527 $795K 0.19% 0 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 67,917 $788K <0.01% +12,810 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 65,991 $765K <0.01% +1,350 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 65,000 $754K 0.31% 0 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 64,925 $753K 0.25% +2,310 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 64,776 $751K 0.15% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 63,749 $739K 0.03% 0 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 63,300 $734K 0.3% +1,200 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 63,050 $731K 0.54% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 61,920 $718K 0.05% +23,700 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 60,388 $701K 0.05% +12,568 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 61,608 $696K <0.01% -17,197 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 59,548 $691K 0.22% +9,708 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 58,924 $684K 0.46% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 58,500 $679K 0.05% +10,500 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 58,210 $675K 0.01% +5,136 13F-HR Timeline Group JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 57,590 $668K 0.1% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 61,965 $660K 0.03% +248 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 52,014 $599K 0.02% +11,629 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 50,921 $591K 0.05% -1,717 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 50,674 $588K 0.03% +1,200 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 50,300 $583K 0.04% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 49,402 $573K 0.03% +3,601 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 49,250 $571K 0.08% 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 49,230 $571K <0.01% 0 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 49,156 $570K <0.01% 0 13F-HR/A Timeline Group Veracity Capital LLC More: the full row for Veracity Capital LLC 48,241 $560K 0.22% +2,555 13F-HR Timeline Lane Generational LLC More: the full row for Lane Generational LLC 45,833 $532K 0.6% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 44,842 $520K 0.01% +9,042 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 44,000 $510K 0.34% -10,000 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 43,799 $508K 0.2% -2,776 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 43,588 $506K <0.01% -500 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 43,570 $505K 0.09% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 43,487 $504K 0.08% +26,795 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 41,393 $480K 0.04% 0 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 40,930 $475K 0.18% -300 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 40,689 $472K 0.01% -4,167 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 40,449 $469K <0.01% +13,227 13F-HR Timeline Group Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 19,108 $466K 0.43% 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 40,000 $464K <0.01% -20,000 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 39,432 $457K 0.18% +911 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 38,069 $442K 0.14% -10,485 13F-HR Timeline