Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,079,988 $157M 14.61% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 1,361,727 $103M 5.81% +309,999 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,280,789 $96.8M 6.83% +20,203 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 763,865 $57.8M 0.01% +219,569 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/ 760,885 $57.5M <0.01% +754,438 13F-HR/A Timeline Group Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 719,107 $54.4M 12.6% +93,555 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 605,802 $45.8M 1.52% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 525,082 $39.7M 0.05% +416,189 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 513,390 $38.8M 0.58% +174,249 13F-HR Timeline GREENHAVEN ASSOCIATES INC More: the full row for GREENHAVEN ASSOCIATES INC 500,000 $37.8M 0.57% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 481,921 $36.4M 0.01% +6,941 13F-HR Timeline Group Cypress Capital, LLC More: the full row for Cypress Capital, LLC 428,200 $32.4M 9.26% +127,223 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 389,746 $29.5M 1.48% +88,715 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 388,426 $29.4M 0.71% +382,387 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 386,776 $29.2M 0.81% new 13F-HR Timeline Group Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 349,206 $26.4M 3.52% +77,079 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 325,446 $24.6M 0.28% -13,766 13F-HR Timeline Group Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 308,620 $23.3M 2.52% new 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 240,400 $18.2M 0.01% +84,700 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 245,939 $17.8M 0.03% +240,912 13F-HR Timeline Group JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 218,989 $16.6M 9.23% +150,913 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 211,314 $16M 1.94% +172,635 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 207,235 $15.7M 0.62% +69,125 13F-HR Timeline Group Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 207,219 $15.7M 2.81% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 198,096 $15M <0.01% -80,872 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 190,127 $14.4M 3.71% +46,986 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 183,128 $13.8M 0.01% new 13F-HR Timeline Group Red Wave Investments LLC More: the full row for Red Wave Investments LLC 181,663 $13.7M 4.21% +91,458 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 179,295 $13.6M <0.01% +34,806 13F-HR Timeline Group Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 175,424 $13.3M 2.89% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 169,729 $12.8M <0.01% new 13F-HR/A Timeline Group Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 167,969 $12.7M 5.53% new 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 132,894 $10M 1.28% +115,575 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 125,372 $9.48M <0.01% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 118,091 $8.93M 0.01% +17,151 13F-HR Timeline Group ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 112,418 $8.5M 3.4% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 112,169 $8.46M 0.12% +35,292 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 104,713 $7.91M 0.18% -41,023 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 97,625 $7.38M 3% +85,059 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 88,000 $6.65M 2.58% -33,941 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 87,595 $6.62M 3.25% +39,202 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 84,485 $6.39M 3.64% -8,161 13F-HR Timeline ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 72,582 $5.49M 2.6% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 69,968 $5.29M 0.04% +12,492 13F-HR Timeline Group Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 68,990 $5.22M 1.81% +2,880 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 68,924 $5.21M 1.63% -25,201 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 68,843 $5.21M 0.43% +35,317 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 68,761 $5.2M 2.16% +11,478 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 68,738 $5.2M 1.54% +48,951 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 65,937 $4.99M 0.1% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 63,164 $4.78M 0.02% +60,064 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 61,627 $4.66M 0.1% +11,845 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 59,067 $4.47M 0.11% +43,256 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 56,484 $4.27M 0.16% +2,515 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 52,777 $3.99M 1.33% +17,096 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 51,135 $3.87M 0.01% +37,098 13F-HR Timeline Group FLC Capital Advisors More: the full row for FLC Capital Advisors 49,314 $3.73M 0.72% +4,405 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 45,575 $3.45M 0.31% +34,452 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 45,225 $3.42M 0.25% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 45,195 $3.42M 0.47% +14,672 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 44,487 $3.36M 2.22% +37,013 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 41,819 $3.16M 1.18% +18,151 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 39,700 $3M 0.23% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 39,240 $2.97M 0.26% +19,540 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 38,763 $2.93M 0.01% +17,023 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 38,351 $2.9M 0.64% new 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 37,500 $2.84M 0.28% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 37,420 $2.83M 0.07% +18,976 13F-HR/A Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 36,970 $2.8M 0.06% +21,314 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 36,745 $2.78M 0.05% +4,023 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 36,480 $2.76M 1.12% -36,786 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 35,808 $2.71M 0.44% +4,702 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 35,585 $2.69M 0.37% +16,247 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 35,138 $2.66M 0.12% +28,328 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 33,873 $2.56M 0.69% -13,367 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 33,790 $2.55M <0.01% -12,224 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 32,342 $2.45M <0.01% -10,562 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 31,776 $2.4M 0.07% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 31,769 $2.4M 0.09% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 31,741 $2.4M 0.01% -3,424 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 31,435 $2.38M 1.44% +22,059 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 30,378 $2.3M 1.51% +19,562 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 30,332 $2.29M 0.36% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 29,869 $2.26M 0.03% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 27,414 $2.07M 0.41% new 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 26,596 $2.01M 0.86% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 25,600 $1.94M 0.11% new 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 25,564 $1.93M 1.02% new 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 25,070 $1.9M 0.17% +70 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 23,930 $1.81M 0.26% +15,642 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 23,757 $1.8M 0.44% -13,939 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 23,000 $1.74M 0.36% +3,442 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 22,520 $1.7M 0.65% new 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 21,783 $1.65M 0.48% +1,931 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 21,695 $1.64M 0.97% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 21,028 $1.59M <0.01% +7,774 13F-HR Timeline Group BetterWealth, LLC More: the full row for BetterWealth, LLC 20,626 $1.56M 0.37% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 20,089 $1.52M <0.01% -88,785 13F-HR Timeline Group PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 20,000 $1.51M 0.2% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 19,551 $1.48M 1.03% new 13F-HR/A Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 19,541 $1.48M 0.29% new 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 18,959 $1.43M 0.22% +3,296 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 18,039 $1.36M 0.23% new 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 17,180 $1.3M 0.74% +5,717 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 16,651 $1.26M 0.06% -30,617 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 16,378 $1.24M 0.01% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 16,361 $1.24M 0.06% -2,861 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 15,255 $1.15M 0.86% new 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 15,254 $1.15M 0.53% -11,711 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 13,505 $1.02M 0.03% new 13F-HR/A Timeline FCA CORP /TX More: the full row for FCA CORP /TX 12,155 $919K 0.26% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 12,124 $917K 0.04% +954 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 12,046 $911K <0.01% -3,247 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 11,654 $881K 0.46% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 11,652 $881K 0.09% +5,422 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 11,582 $876K 0.02% new 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,980 $830K 0.01% +1,962 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 10,935 $827K 0.07% +6,625 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,588 $801K <0.01% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 10,568 $799K 0.09% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 10,400 $786K 0.03% new 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 10,289 $778K 0.34% +1,406 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 10,125 $766K 0.09% +282 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 10,059 $761K 0.11% +7,192 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 9,965 $754K 0.17% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 9,931 $751K 0.2% +4,507 13F-HR/A Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 9,906 $747K 0.03% +4,762 13F-HR Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 9,873 $747K 0.41% +5,570 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 9,561 $723K 0.39% +16 13F-HR Timeline Essex LLC More: the full row for Essex LLC 9,349 $707K 0.13% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 9,313 $704K 0.03% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 8,864 $670K 0.01% new 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 8,585 $649K 0.08% new 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 8,480 $641K <0.01% new 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 8,344 $631K 0.11% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 8,340 $631K 0.06% +7,410 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 8,125 $614K <0.01% +1,900 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 7,690 $581K 0.25% new 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 7,500 $567K 0.33% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,289 $551K 0.01% new 13F-HR Timeline Group Planning Center, Inc. More: the full row for Planning Center, Inc. 7,164 $542K 0.06% +278 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 6,925 $524K 0.14% new 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 6,832 $517K 0.2% new 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 6,749 $510K 0.01% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 6,582 $498K <0.01% new 13F-HR Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 6,550 $494K 0.08% +215 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,174 $467K 0.02% new 13F-HR Timeline Group New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 6,057 $458K 0.17% -1,606 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 5,964 $450K 0.01% +2,982 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 5,945 $450K 0.1% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,834 $441K <0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,761 $436K <0.01% +56 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,668 $429K <0.01% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 5,662 $428K 0.04% new 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 5,390 $408K 0.16% +48 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,381 $407K 0.01% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,355 $405K 0.24% +1,970 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,300 $401K <0.01% 0 13F-HR Timeline Group Custos Family Office, LLC More: the full row for Custos Family Office, LLC 5,280 $399K 0.23% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,674 $353K 0.01% +1,994 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,631 $350K <0.01% new 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 4,500 $340K 0.06% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,423 $334K <0.01% -3 13F-HR/A Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,377 $331K 0.04% new 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 4,320 $327K 0.19% -5 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 4,302 $325K 0.13% +1,475 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,300 $325K 0.03% new 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 4,300 $325K 0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,123 $312K <0.01% +726 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 4,046 $306K 0.02% -345 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 3,910 $296K 0.03% new 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 3,893 $294K 0.05% 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 3,824 $289K 0.02% new 13F-HR Timeline Group UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 3,691 $279K 0.04% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,685 $279K <0.01% new 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,668 $277K <0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,603 $272K <0.01% +166 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,575 $270K <0.01% new 13F-HR Timeline Group Partners in Financial Planning More: the full row for Partners in Financial Planning 3,553 $269K 0.05% new 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 3,434 $260K 0.06% new 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 3,433 $260K 0.09% +628 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 3,396 $257K 0.16% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,213 $243K 0.02% +31 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 3,058 $231K 0.09% new 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 3,043 $230K 0.02% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,968 $224K <0.01% new 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,717 $205K 0.01% +2 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,651 $200K 0.03% new 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 2,651 $200K 0.07% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,560 $194K <0.01% new 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,012 $152K 0.05% +20 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,240 $93.8K 0.02% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,035 $78.3K <0.01% new 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 868 $65K 0.02% +714 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 736 $55.7K 0.03% +333 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 542 $41K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 392 $29.6K 0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 307 $23.2K 0.01% new 13F-HR Timeline Group Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 220 $16K 0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 42 $3.18K <0.01% new 13F-HR Timeline