Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 971,486 $11.2M 3.49% +11,882 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 556,107 $6.42M <0.01% -72,216 13F-HR/A Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 483,458 $5.58M 0.87% +9,968 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 146,972 $1.7M <0.01% +2,520 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 142,878 $1.65M <0.01% +125,609 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/ 121,471 $1.4M <0.01% +2,681 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 81,114 $936K <0.01% +27,697 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 77,623 $896K 0.51% +52,343 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 64,607 $746K 0.02% -174,243 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 62,203 $718K <0.01% -6,702 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 57,429 $663K 0.04% -7,622 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 52,853 $610K 0.12% -7,065 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 51,135 $590K <0.01% -6,458 13F-HR/A Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 44,682 $531K 0.5% 13F-HR Timeline Lane Generational LLC More: the full row for Lane Generational LLC 35,968 $415K 0.41% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 29,121 $336K <0.01% +13,874 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 28,774 $332K 0.03% -1,876 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 25,615 $296K <0.01% +5,000 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 20,506 $237K <0.01% -15,728 13F-HR/A Timeline Group Entruity Wealth, LLC More: the full row for Entruity Wealth, LLC 17,925 $207K 0.21% 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 16,102 $186K <0.01% +5,625 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 15,068 $174K 0.01% +2,011 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 14,796 $171K <0.01% -36,048 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 12,548 $145K <0.01% -1,166 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 11,651 $134K <0.01% -23,921 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 10,827 $125K 0.03% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 10,610 $122K 0.01% 0 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 10,185 $118K 0.12% 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 9,750 $112K 0.01% 0 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 8,065 $93.1K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 5,243 $60.5K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,284 $37.9K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,232 $37.3K <0.01% +21 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 2,292 $30.4K <0.01% new 13F-HR Timeline Group Main Street Group, LTD More: the full row for Main Street Group, LTD 1,590 $18.3K 0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,500 $17.3K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,400 $16.2K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,259 $14.5K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 1,125 $13K <0.01% new 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 923 $10.7K 0.01% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 800 $9.23K <0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 787 $9.08K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 574 $6.62K <0.01% -221 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 557 $6.43K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Blue Trust, Inc. More: the full row for Blue Trust, Inc. 500 $5.77K <0.01% 0 13F-HR/A Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 382 $4.4K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 375 $4.33K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 372 $4.29K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 350 $4.04K <0.01% +349 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 318 $3.67K <0.01% +3 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 250 $2.88K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 186 $2.15K <0.01% -45 13F-HR/A Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 106 $1.22K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 19 $219 <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4 $46 <0.01% new 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.