Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 906,931 $16.2M 4.31% -50,662 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 512,226 $9.12M 1.27% +15,395 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 337,239 $6.01M <0.01% +65,179 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 297,018 $5.29M <0.01% +30,417 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 236,818 $4.22M 0.01% +52,665 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 218,306 $3.89M <0.01% +7,812 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 140,816 $2.51M <0.01% -283,859 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 130,426 $2.32M <0.01% +45,624 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 113,881 $2.03M +80,131 Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 90,529 $1.61M <0.01% +14,350 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 66,908 $1.19M 0.64% +11,228 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 61,940 $1.1M 0.84% +5,457 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 60,053 $1.07M 0.2% +7,273 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 51,790 $922K 0.03% +6,165 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 46,477 $828K <0.01% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 44,171 $787K 0.04% +2,116 13F-HR Timeline Group Lane Generational LLC More: the full row for Lane Generational LLC 35,968 $641K 0.6% 0 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 34,981 $623K 0.02% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 34,604 $617K <0.01% +2,848 13F-HR/A Timeline Group AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 27,505 $490K 0.13% -106,280 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 26,519 $472K 0.04% -1,043 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 25,615 $456K <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 23,090 $411K <0.01% -2,247 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 21,461 $382K <0.01% -6,975 13F-HR/A Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 19,392 $345K 0.01% +4,842 13F-HR Timeline Entruity Wealth, LLC More: the full row for Entruity Wealth, LLC 17,925 $319K 0.27% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 15,508 $276K <0.01% +5,077 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 14,665 $261K <0.01% new 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 14,045 $250K 0.01% new 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 12,905 $230K 0.17% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 12,905 $230K 0.17% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 11,956 $213K 0.01% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 11,145 $198K 0.01% +29 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 10,610 $189K 0.01% 0 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 10,495 $187K 0.02% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 10,145 $181K <0.01% -23,279 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 10,097 $180K <0.01% +4,854 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 9,750 $174K 0.02% 0 13F-HR Timeline CANTOR FITZGERALD, L. P. in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD, L. P. 8,600 $153K <0.01% new 13F-HR Timeline Group Allianz SE in group Allianz SE More: the full row for Allianz SE 8,065 $144K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,379 $114K 0.01% new 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,241 $58.3K 0.01% +9 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 2,718 $48.4K 0.03% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,136 $38K <0.01% +542 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,000 $35.6K <0.01% new 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,833 $32K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,590 $28.3K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,400 $24.9K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,268 $23K <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,259 $22.4K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 1,125 $20K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,000 $17.7K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 800 $14.2K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 787 $14K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 602 $10.7K <0.01% +510 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 575 $10.2K <0.01% +1 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 505 $8.99K <0.01% +127 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 500 $8.9K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 382 $6.79K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 375 $6.68K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 372 $6.62K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 318 $5.67K <0.01% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 250 $4.45K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 124 $2.21K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 100 $1.78K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 41 $718 <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 19 $338 <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4 $71 <0.01% -10 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $14 <0.01% +1 13F-HR Timeline Group 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.