Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 801,176 $21.9M 4.99% -105,755 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 531,968 $14.6M 1.77% +19,742 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 427,325 $11.7M <0.01% +90,086 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 307,093 $8.41M <0.01% +10,075 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 253,692 $6.94M 0.01% +16,874 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 144,325 $3.95M <0.01% +13,899 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 135,411 $3.71M +21,530 Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 101,614 $2.78M 0.01% +11,085 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/ 97,578 $2.67M <0.01% -43,238 13F-HR/A Timeline Group Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 82,597 $2.28M 1.37% +20,657 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 71,516 $1.96M 0.97% +4,608 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 60,765 $1.65M 0.26% +712 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 57,365 $1.57M <0.01% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 51,106 $1.4M <0.01% +4,629 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 44,663 $1.22M 0.04% -7,127 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. 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Shaw & Co., Inc. 31,400 $859K <0.01% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 27,375 $749K <0.01% +4,285 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 26,519 $726K 0.05% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 26,000 $712K 0.01% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 25,615 $701K 0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 24,055 $589K <0.01% +2,594 13F-HR Timeline Group Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 18,343 $502K 0.06% +7,848 13F-HR Timeline Entruity Wealth, LLC More: the full row for Entruity Wealth, LLC 17,925 $491K 0.38% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 17,665 $483K <0.01% +3,000 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 15,011 $411K <0.01% -497 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 13,868 $380K <0.01% +3,771 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 11,924 $326K 0.03% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 11,641 $319K <0.01% -206,665 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 11,145 $305K 0.01% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 10,750 $294K <0.01% +605 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 10,610 $290K 0.02% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 9,750 $266K 0.02% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 9,563 $262K 0.01% -9,829 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 9,179 $251K 0.03% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 9,022 $247K <0.01% new 13F-HR Timeline Group TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 9,000 $246K 0.08% new 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 8,495 $233K 0.16% -4,410 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 8,418 $230K <0.01% new 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 8,065 $221K <0.01% 0 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 5,944 $163K <0.01% +5,820 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,395 $148K 0.01% -984 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 4,000 $109K <0.01% new 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,997 $109K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,500 $96K <0.01% +2,232 13F-HR Timeline Group Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 3,500 $95.8K 0.1% +782 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,241 $88.5K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,000 $82.7K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,321 $63.5K <0.01% +185 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,237 $61.2K <0.01% +1,732 13F-HR Timeline Group Belvedere Trading LLC More: the full row for Belvedere Trading LLC 2,172 $59.4K <0.01% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,000 $54.7K <0.01% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,991 $54.5K <0.01% +1,987 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,866 $51K <0.01% +33 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,590 $43.5K 0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,527 $41.8K <0.01% new 13F-HR Timeline Group BARTLETT & CO. 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WEALTH MANAGEMENT LLC 1,400 $38.3K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,259 $34.4K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 1,125 $30.8K 0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,022 $28K <0.01% +420 13F-HR/A Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,000 $27.4K <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 $27.1K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 800 $21.9K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 787 $21.5K <0.01% 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 777 $21.3K <0.01% new 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/ 599 $16.4K <0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 500 $13.7K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 375 $10.3K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 372 $10.2K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 318 $8.72K <0.01% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 250 $6.84K <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 161 $4.41K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 129 $3.56K <0.01% -253 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 100 $2.74K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 95 $2.6K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 90 $2.46K <0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 80 $2.19K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 38 $1.04K <0.01% -3 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 19 $520 <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 1 $24 <0.01% 0 13F-HR Timeline Group