Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 957,593 $14.4M 4.15% -13,893 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 496,831 $7.45M 1.19% +13,373 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/ 424,675 $6.37M <0.01% +303,204 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 272,060 $4.08M <0.01% -284,047 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 266,601 $4M <0.01% +119,629 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 210,494 $3.16M <0.01% +197,946 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 184,153 $2.76M <0.01% +41,275 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 133,785 $2.01M 0.58% new 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 104,422 $1.57M 0.2% +102,130 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 84,802 $1.27M <0.01% +3,688 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 76,179 $1.14M <0.01% +25,044 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 55,680 $835K 0.5% -21,943 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 52,780 $791K 0.16% -73 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 56,483 $730K 0.68% +11,801 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 45,625 $684K 0.03% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 42,055 $630K 0.03% new 13F-HR/A Timeline Group Lane Generational LLC More: the full row for Lane Generational LLC 35,968 $539K 0.61% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 33,750 $506K <0.01% -28,453 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 33,424 $501K <0.01% +17,322 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 31,756 $477K <0.01% +2,635 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 28,436 $426K <0.01% +7,930 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 27,562 $425K 0.04% -1,212 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 25,615 $384K <0.01% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 25,337 $380K <0.01% new 13F-HR Timeline Group Entruity Wealth, LLC More: the full row for Entruity Wealth, LLC 17,925 $269K 0.25% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 17,420 $261K 0.04% 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 14,550 $218K 0.01% -518 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 13,404 $201K <0.01% new 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 11,116 $167K 0.01% -46,313 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 10,610 $159K 0.01% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 10,431 $156K <0.01% -1,220 13F-HR Timeline Group JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 9,750 $146K 0.01% 0 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 8,065 $121K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 5,243 $78.6K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,232 $48.5K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,594 $23.9K <0.01% -1,690 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,590 $23.8K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,400 $21K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,259 $18.9K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 1,125 $16.9K 0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,000 $15K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,000 $15K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 800 $12K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 787 $11.8K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 574 $8.6K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 500 $7.5K <0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 500 $7.5K <0.01% 0 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 Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 382 $5.72K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 378 $5.67K <0.01% +272 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 375 $5.62K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 372 $5.58K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 318 $4.76K <0.01% 0 13F-HR/A Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 250 $3.75K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 124 $1.86K <0.01% -62 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 92 $1.38K <0.01% +88 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 19 $285 <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 14 $210 <0.01% -1,486 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $0 0% -350 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.