LPL Financial LLC More: the full row for LPL Financial LLC 1,336,409 $56M 0.01% +529,236 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,133,708 $47.5M 0.08% +278,274 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 570,153 $23.9M 0.02% +384,632 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 501,273 $21M 1.88% +37,629 13F-HR Timeline Group Members Advisory Group LLC More: the full row for Members Advisory Group LLC 480,790 $20.1M 5.62% +100,856 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 316,421 $13.3M <0.01% +148,728 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 302,721 $12.7M 0.02% +119,218 13F-HR Timeline Group HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 209,235 $8.76M 0.68% +9,973 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 196,181 $8.22M <0.01% new 13F-HR Timeline Group Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 190,962 $8M 3.87% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 146,297 $5.96M <0.01% +142,481 13F-HR Timeline Group Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 127,977 $5.36M 2.51% -1,497 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 124,234 $5.2M 2.45% +74,956 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 110,284 $4.62M 0.12% +25,905 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 109,210 $4.58M 0.01% new 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 106,857 $4.48M 0.67% +5,817 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 100,949 $4.23M 0.01% +75,752 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 89,246 $3.74M 0.01% +17,870 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 84,433 $3.54M <0.01% +19,078 13F-HR Timeline Group SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 81,670 $3.42M 0.95% +49,165 13F-HR Timeline Torrey-Payne Wealth Management, LLC More: the full row for Torrey-Payne Wealth Management, LLC 80,411 $3.37M 2.77% +5,514 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 80,215 $3.36M 0.01% -45,576 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 61,097 $2.56M 0.03% +30,207 13F-HR Timeline Group IAM Advisory, LLC More: the full row for IAM Advisory, LLC 53,763 $2.25M 0.44% +2,160 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 51,698 $2.17M 0.49% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 47,202 $1.98M <0.01% +5,061 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 46,048 $1.93M <0.01% -8,765 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 44,886 $1.88M 0.03% new 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 43,196 $1.81M 0.17% +24,404 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 42,155 $1.77M 0.52% +9,762 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 42,053 $1.76M 0.03% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 41,962 $1.76M 0.12% +18,207 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 41,750 $1.75M 0.38% -25 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 41,592 $1.74M 0.61% new 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 41,436 $1.74M 0.16% +1,407 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 40,797 $1.71M 1.72% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 39,068 $1.64M 0.02% +3,702 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 38,219 $1.6M <0.01% +38,019 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 37,910 $1.59M 0.02% -2,756 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 37,693 $1.58M 0.01% +35,990 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 37,245 $1.56M 0.31% new 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 37,178 $1.56M 0.31% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 36,233 $1.52M 0.02% +3,650 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 34,287 $1.44M 0.52% -18,931 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 32,778 $1.37M <0.01% +13,438 13F-HR/A Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 31,937 $1.34M <0.01% -136,519 13F-HR Timeline Group PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 30,407 $1.27M 0.28% +1,085 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 28,350 $1.19M 0.01% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 26,922 $1.13M 0.01% +13,422 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 25,003 $1.05M 0.14% new 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 24,512 $1.03M 0.22% 0 13F-HR Timeline MIRAE ASSET SECURITIES (USA) INC. More: the full row for MIRAE ASSET SECURITIES (USA) INC. 21,416 $897K 0.04% +122 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 19,607 $821K <0.01% +2,200 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 19,175 $803K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 18,566 $778K <0.01% +1,512 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 17,934 $751K 0.5% +5,732 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 16,551 $693K 0.14% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 15,510 $650K 0.02% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 16,266 $633K <0.01% new 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 15,068 $631K 0.07% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 14,855 $622K 0.02% +500 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 14,107 $591K 0.45% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 13,974 $585K 0.04% new 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 12,850 $538K 0.18% +500 13F-HR Timeline Group Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 12,728 $533K 0.16% new 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 11,894 $498K 0.23% +4,019 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 11,745 $492K <0.01% +1,100 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 11,700 $490K 0.01% new 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 11,077 $464K 0.03% +3,029 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 10,439 $437K 0.02% 0 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 10,309 $432K <0.01% new 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 10,016 $420K 0.05% +171 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 9,383 $393K 0.11% new 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 9,001 $377K 0.1% new 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 8,547 $358K 0.22% new 13F-HR Timeline MUSTICO FINANCIAL GROUP, INC. More: the full row for MUSTICO FINANCIAL GROUP, INC. 8,912 $340K 0.22% +3,249 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 8,015 $336K <0.01% new 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 8,461 $329K 0.14% new 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 7,758 $325K 0.11% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 7,663 $321K 0.01% new 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 7,500 $314K <0.01% new 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 7,473 $313K 0.01% +1,065 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 7,300 $306K <0.01% -192 13F-HR/A Timeline Group Weaver Consulting Group More: the full row for Weaver Consulting Group 7,211 $302K 0.06% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,083 $297K <0.01% new 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 7,050 $295K 0.16% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,003 $293K 0.01% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,840 $287K 0.01% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,160 $258K <0.01% -10,277 13F-HR Timeline Group Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 6,050 $253K 0.18% new 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 5,626 $236K 0.14% new 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 5,520 $231K 0.16% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 5,370 $225K 0.06% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,282 $221K <0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,107 $214K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4,872 $204K 0.08% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,444 $179K <0.01% +4,080 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,252 $178K <0.01% +1,812 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,240 $136K <0.01% +1,554 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,657 $111K <0.01% +2,424 13F-HR Timeline Group Graney & King, LLC More: the full row for Graney & King, LLC 2,228 $93.3K 0.03% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,071 $86.8K <0.01% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,800 $75.4K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,614 $67.6K 0.03% +54 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,506 $63.1K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,493 $62.5K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,371 $57.4K <0.01% +181 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,258 $52.7K <0.01% -1,010 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,140 $48K <0.01% +300 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 921 $38.6K <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 826 $34.6K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 718 $30.1K <0.01% -6,608 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 698 $29.2K 0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 678 $28.4K <0.01% new 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 645 $27K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 470 $19.7K <0.01% +244 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 350 $14.7K <0.01% -358 13F-HR Timeline Group Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 303 $12.7K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 265 $11.1K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 163 $6.83K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 162 $6.79K <0.01% +29 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 144 $6.03K <0.01% +123 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 116 $4.86K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 100 $4.19K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 100 $4.19K <0.01% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 94 $3.94K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 100 $3.85K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 32 $1.34K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 26 $1.09K <0.01% new 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 16 $670 <0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 13 $545 <0.01% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.