Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 855,434 $29.3M 0.06% -1,445,039 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 807,173 $27.6M 0.01% +660,204 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 463,644 $15.9M 1.6% +92,698 13F-HR Timeline Group Members Advisory Group LLC More: the full row for Members Advisory Group LLC 379,934 $13M 4.46% +45,138 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 199,262 $6.82M 0.6% +6,835 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 185,521 $6.35M 0.01% +59,402 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 183,503 $6.28M 0.01% +51,975 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 168,456 $5.77M 0.01% +137,587 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 167,693 $5.74M <0.01% +167,068 13F-HR Timeline Group Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 129,474 $4.43M 2.22% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 125,791 $4.31M 0.02% +78,355 13F-HR Timeline Group Willow Financial LLC More: the full row for Willow Financial LLC 117,477 $4.02M 4.08% +33,626 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 101,040 $3.46M 0.57% +9,967 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 84,379 $2.89M 0.09% +49,285 13F-HR Timeline Torrey-Payne Wealth Management, LLC More: the full row for Torrey-Payne Wealth Management, LLC 74,897 $2.56M 2.35% +5,243 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 71,376 $2.44M <0.01% +54,465 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 65,355 $2.24M <0.01% -390 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 54,813 $1.88M <0.01% +8,507 13F-HR Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 53,218 $1.82M 0.75% -766 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 51,603 $1.77M 0.4% new 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 49,278 $1.69M 0.89% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 42,141 $1.44M <0.01% +2,514 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 41,775 $1.43M 0.35% -1,106 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 40,666 $1.39M 0.02% new 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 40,029 $1.37M 0.15% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 35,366 $1.21M 0.01% -7,077 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 32,583 $1.12M 0.01% new 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 32,505 $1.11M 0.38% new 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 32,393 $1.11M 0.39% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 30,890 $1.06M 0.01% +23,825 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 30,522 $1.05M <0.01% +12,163 13F-HR Timeline Group PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 29,322 $1M 0.25% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 25,197 $863K <0.01% +6,543 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 24,700 $846K +17,215 Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 24,512 $839K 0.21% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 23,755 $813K 0.06% new 13F-HR Timeline MIRAE ASSET SECURITIES (USA) INC. More: the full row for MIRAE ASSET SECURITIES (USA) INC. 21,294 $729K 0.03% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 19,340 $662K <0.01% new 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 18,792 $643K 0.07% new 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 17,407 $596K <0.01% new 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 14,355 $586K 0.02% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 17,054 $584K <0.01% +6,941 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 16,437 $563K <0.01% new 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 13,500 $462K 0.01% -475 13F-HR Timeline Group Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 12,202 $418K 0.32% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 10,645 $364K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 10,439 $357K 0.02% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 9,845 $337K 0.04% -90,888 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 8,048 $276K 0.02% new 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 7,875 $270K 0.15% +215 13F-HR/A Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 7,492 $257K <0.01% +192 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,326 $251K <0.01% +6,876 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 7,050 $241K 0.15% -75 13F-HR Timeline MUSTICO FINANCIAL GROUP, INC. More: the full row for MUSTICO FINANCIAL GROUP, INC. 5,663 $221K 0.15% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,408 $219K 0.02% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4,872 $167K 0.08% +3,168 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,816 $126K <0.01% 0 13F-HR/A Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,440 $83.5K <0.01% +213 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,268 $77.7K <0.01% -166 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,703 $58.3K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,686 $57.7K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,560 $53.4K 0.03% -58 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,506 $52.4K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,190 $40.7K <0.01% +18 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 840 $29K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 708 $24.2K <0.01% new 13F-HR Timeline Group Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 698 $23.9K 0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 364 $12.4K <0.01% new 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 329 $11.3K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 303 $10.4K <0.01% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 233 $7.98K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 226 $7.74K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 200 $6.85K <0.01% -774 13F-HR/A Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 163 $5.67K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 133 $4.55K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 100 $4.11K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 53 $1.81K <0.01% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 42 $1.44K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 21 $719 <0.01% +8 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 16 $548 <0.01% new 13F-HR/A Timeline Group