JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 21,748,273 $1.08B 0.07% +2,207,515 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/ 2,518,007 $126M 0.01% +1,075,161 13F-HR Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 2,456,407 $122M 12.81% +453,534 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,430,521 $121M 0.03% +1,299,022 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,858,230 $92.7M 1.09% +131,586 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,310,019 $65.3M 2.76% -75,220 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,253,578 $62.5M 9.45% +463,934 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 1,149,310 $57.3M 13.07% +61,885 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,074,033 $53.6M 0.07% +249,286 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,049,744 $52.3M 0.02% +47,746 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 968,310 $48.3M 13.1% -2,736 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 626,285 $31.2M 10.27% -5,661 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 570,979 $28.4M 15.57% -23,124 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 526,886 $26.3M 9.82% +5,925 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 427,592 $21.3M 5.4% +45,558 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 426,555 $21.3M 0.23% +693 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 422,712 $21.1M 0.01% +121,604 13F-HR Timeline Group Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 397,267 $19.8M 6.22% +53,516 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 394,701 $19.7M 0.06% +295,659 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 362,083 $18.1M 0.21% -33,258 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 345,067 $17.2M 11.02% +1,588 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 337,394 $16.8M <0.01% +121,530 13F-HR/A Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 330,133 $16.5M -59,546 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 312,940 $15.6M 0.02% +47,694 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 307,248 $15.3M 0.86% +31,000 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 304,681 $15.2M 0.88% +1,940 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 297,951 $14.9M 2.97% +87,012 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 288,614 $14.4M 0.28% +7,729 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 286,514 $14.3M 0.01% -8,332 13F-HR Timeline Group Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 286,325 $14.3M 3.82% +22,883 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 285,864 $14.3M 2.55% +279,533 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 264,000 $13.2M 3.4% -38,379 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 261,586 $13M <0.01% new 13F-HR Timeline Group TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 245,580 $12.2M 0.67% +36,727 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 241,995 $12.1M 7.85% +83,926 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 228,300 $11.4M 0.08% -54,709 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 222,442 $11.1M 0.02% +103,851 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 218,444 $10.9M +5,670 Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 216,366 $10.8M 2.71% +10,040 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 209,098 $10.4M 4.64% +80,491 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 206,287 $10.3M 10.44% +12,610 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 199,468 $9.95M 2.16% +14,652 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 199,397 $9.94M 2.86% -71,982 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 190,511 $9.5M 7.69% +6,487 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 182,076 $9.08M 0.03% +15,183 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 176,621 $8.81M 0.01% +53,852 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 174,327 $8.69M 0.02% -970 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 170,424 $8.5M <0.01% +86,878 13F-HR Timeline Group Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 167,518 $8.35M 6.24% -1,325 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 165,460 $8.22M 0.22% -8,366 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 161,383 $8.05M 0.27% -2,557 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 156,927 $7.83M 1.89% +15,037 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 149,041 $7.43M 0.01% +21,748 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 146,878 $7.32M 0.02% new 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 145,823 $7.25M 2.82% +64,975 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 139,038 $6.93M 1.12% -13,538 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 136,839 $6.82M <0.01% -1,887 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 134,267 $6.7M 0.67% +2,103 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 129,703 $6.47M 0.49% +6,918 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 123,301 $6.15M 0.01% -41,059 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 123,094 $6.14M 0.01% +16,513 13F-HR/A Timeline Group Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 122,922 $6.13M 1.94% +84,089 13F-HR Timeline Kintayl Capital LP More: the full row for Kintayl Capital LP 120,600 $6.01M 3.77% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 119,863 $5.98M 0.94% +2,073 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 117,922 $5.88M 0.07% +14,389 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 116,066 $5.79M 1.58% +1,958 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 113,539 $5.66M 1.99% +6,289 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 113,481 $5.66M 2.21% +33,610 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 110,948 $5.53M 0.2% -8,323 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 110,052 $5.49M 0.01% -158,108 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 107,059 $5.34M 0.04% -2,556 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 103,069 $5.14M 0.06% -6,242 13F-HR Timeline ZAZOVE ASSOCIATES LLC More: the full row for ZAZOVE ASSOCIATES LLC 100,000 $4.99M 0.41% 0 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 97,858 $4.88M 0.01% +10,704 13F-HR Timeline Group CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 97,440 $4.86M 2.51% +2,413 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 94,167 $4.7M 0.36% -49,026 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 93,024 $4.63M 0.07% -72,305 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 92,545 $4.62M 0.02% -7,983 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 87,863 $4.38M 0.01% -16,776 13F-HR Timeline Group HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 87,137 $4.35M 1.62% +10,297 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 86,959 $4.34M 1.71% +898 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 82,758 $4.13M 0.16% +759 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 82,412 $4.11M 1.31% -1,011 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 82,085 $4.09M 0.37% +955 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 80,941 $4.04M 0.13% +3,732 13F-HR/A Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 80,640 $4.02M 1.18% +11,245 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 75,674 $3.77M 2.61% +1,860 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 75,223 $3.75M 0.09% -3,867 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 73,820 $3.68M 0.3% -96 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 73,035 $3.64M <0.01% +12,365 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 71,485 $3.56M 0.1% +3,559 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 70,180 $3.5M 9.79% 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 69,953 $3.49M 2.32% +6,530 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 69,090 $3.45M 0.26% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MAI Capital Management More: the full row for MAI Capital Management 68,763 $3.43M 0.02% -1,042 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 67,900 $3.39M 1.83% -32,531 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 66,545 $3.32M 0.03% -3,958 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 65,155 $3.25M 0.21% 0 13F-HR/A Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 63,521 $3.17M 0.09% -945 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 62,926 $3.14M 0.1% +15,081 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 61,001 $3.04M 1.21% +17,575 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 60,000 $2.99M 0.11% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 59,589 $2.97M 0.13% -1,766 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 56,594 $2.82M 0.53% +33,540 13F-HR Timeline Group KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 55,740 $2.78M 1.87% +51,555 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 55,237 $2.75M 1.25% new 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 53,988 $2.69M 0.2% -525 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 53,627 $2.67M 0.01% +1,697 13F-HR/A Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 53,586 $2.67M 0.01% +12,691 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 53,255 $2.66M 0.08% +1,053 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 51,948 $2.59M 1.66% +10,878 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 51,449 $2.57M 0.04% +1,336 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 51,332 $2.56M 0.06% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 50,353 $2.51M 0.08% 0 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 50,216 $2.5M 0.49% +4,544 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 48,597 $2.42M 0.23% -11,992 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 46,952 $2.34M 0.1% -13,849 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 46,028 $2.3M 0.99% +12,449 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 45,600 $2.27M 0.05% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 44,807 $2.23M 0.09% +12,421 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 44,807 $2.23M 0.18% +12,421 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 44,727 $2.23M 0.47% -6,722 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 42,955 $2.14M 0.33% +4,325 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 42,659 $2.13M 0.62% -1,200 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 41,698 $2.08M 1.36% -1,351 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 41,254 $2.06M 0.25% +1,997 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 41,145 $2.05M 0.1% -3,607 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 40,967 $2.04M 1.13% -719 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 40,835 $2.03M 0.61% -1,505 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 40,453 $2.02M 1.01% +149 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 38,337 $1.91M 0.01% +4,936 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 38,127 $1.9M 0.13% +3,930 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 37,460 $1.87M 0.03% -130 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 36,538 $1.82M 1.57% +1,958 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 36,323 $1.81M 0.17% +2,015 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 35,565 $1.77M 0.7% +3,137 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 35,315 $1.75M 0.97% 0 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 34,640 $1.73M 1.23% -414 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 32,370 $1.61M 1.44% +5,987 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 32,124 $1.6M 0.7% +5,962 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 32,005 $1.59M 0.44% +14,958 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 31,068 $1.55M 1.27% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 30,201 $1.51M 0.05% +1,343 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 30,100 $1.5M 0.99% -400 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 30,075 $1.5M 1.44% +4,976 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 29,893 $1.49M 0.13% +13,005 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 29,568 $1.47M 0.5% -1,461 13F-HR/A Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 29,360 $1.46M 0.44% +9,544 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 29,250 $1.46M 0.13% -6,050 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 28,842 $1.44M 0.21% -9,831 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 27,912 $1.39M 0.14% -9 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 27,391 $1.37M 0.91% +1,896 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 26,820 $1.34M 0.06% -6,459 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 26,459 $1.31M 0.78% -190 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 26,332 $1.31M 0.16% -468 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 25,982 $1.3M 0.04% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 25,570 $1.28M 0.09% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 25,351 $1.26M 0.11% -2,925 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 25,280 $1.26M 1.27% -1 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 24,888 $1.24M 0.01% -136 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 24,471 $1.22M 0.05% new 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 24,324 $1.21M 0.11% -362 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 24,212 $1.21M 0.06% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 23,445 $1.17M 0.01% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 22,035 $1.1M 0.28% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 21,881 $1.09M <0.01% new 13F-HR Timeline Group ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 21,243 $1.06M 0.16% 0 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 21,191 $1.06M 0.3% +3,525 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 21,030 $1.05M 0.14% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 20,759 $1.04M 0.01% +19,122 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 20,050 $1000K 0.1% -323 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 20,044 $1000K 0.34% +2,223 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 19,849 $990K 0.17% -8,210 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 19,813 $988K 0.05% +10,543 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 19,542 $974K 0.6% +61 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 19,490 $972K 0.04% +150 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 18,738 $934K 0.09% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 18,233 $909K 0.16% -25,100 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 18,176 $906K 0.04% +168 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 18,099 $903K 0.04% +11,972 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 17,870 $891K 0.03% +11,743 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 17,110 $853K 0.15% +376 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 16,881 $842K 0.03% +34 13F-HR Timeline WESCAP Management Group, Inc. 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