JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 24,065,722 $1.2B 0.08% +2,317,449 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,785,393 $139M 0.01% +267,386 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,546,786 $127M 0.03% +116,265 13F-HR Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 2,503,023 $125M 8.55% +46,616 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,016,210 $101M 1.13% +157,980 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,367,924 $68.4M 2.99% +57,905 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,325,838 $66.3M 0.08% +251,805 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,174,268 $58.7M 12.59% +24,958 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,168,706 $58.4M 0.02% +118,962 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,001,837 $50.1M 12.77% +33,527 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 637,273 $31.9M 9.77% +10,988 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 560,826 $28M 0.01% +138,114 13F-HR Timeline Group Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 518,045 $25.9M 3.65% -735,533 13F-HR Timeline Group David Kennon Inc More: the full row for David Kennon Inc 508,769 $25.4M 9.16% -18,117 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 489,381 $24.5M 12.84% -81,598 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 486,770 $24.3M 4.37% +188,819 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 447,651 $22.4M 5.04% +20,059 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 447,448 $22.4M 3.72% +161,584 13F-HR/A Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 428,467 $21.4M 7.53% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 424,271 $21.2M 0.06% +29,570 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 418,926 $20.9M 0.21% -7,629 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 390,963 $19.5M 0.03% +78,023 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 384,207 $19.2M 5.69% -13,060 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 370,973 $18.5M 7.01% new 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 349,250 $17.5M 5.26% new 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 345,905 $17.3M 3.99% +59,580 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 342,048 $17.1M 9.75% -3,019 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 338,149 $16.9M 0.87% +30,901 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 318,564 $15.9M <0.01% -18,830 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 308,381 $15.4M 0.03% +161,503 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 307,846 $15.4M -22,287 Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 308,142 $15.4M 0.91% +3,461 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 296,982 $14.8M 0.01% +10,468 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 270,825 $13.5M 0.24% -17,789 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 265,916 $13.3M 0.67% +20,336 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 263,822 $13.2M 0.16% -98,261 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 250,991 $12.5M +32,547 Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 175,913 $11.9M 7.29% -66,082 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 232,153 $11.6M 4.96% +23,055 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 231,631 $11.6M 3% -32,369 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 229,465 $11.4M 0.02% +7,023 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 224,666 $11.2M 0.02% +101,572 13F-HR Timeline Group FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 221,737 $11.1M 2.61% +5,371 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 210,610 $10.5M 9.95% +4,323 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 208,889 $10.4M 7.68% +18,378 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 192,044 $9.6M 0.06% -36,256 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 189,035 $9.45M 0.57% +119,945 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 187,890 $9.39M 1.72% -11,578 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 181,591 $9.08M <0.01% +11,167 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 180,871 $9.03M 0.2% +15,411 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 175,396 $8.77M 0.02% +1,069 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 169,659 $8.48M 5.61% +2,141 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 167,857 $8.39M 0.01% +18,816 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 160,298 $8.01M 0.02% -21,778 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 157,220 $7.86M 0.69% +22,953 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 156,445 $7.82M 1.76% -482 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 155,492 $7.77M 2.01% +39,426 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 149,140 $7.46M 2.89% +62,181 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 143,497 $7.17M 0.21% -17,886 13F-HR Timeline Group Enclave Advisors LLC More: the full row for Enclave Advisors LLC 142,672 $7.13M 1.09% +3,634 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 139,383 $6.97M 1.85% -60,014 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 137,467 $6.87M <0.01% +628 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 136,038 $6.8M 0.07% +18,116 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 135,978 $6.8M 0.04% +28,919 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 125,935 $6.3M 0.43% -3,768 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 122,308 $6.11M 0.01% -993 13F-HR Timeline Group Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 120,612 $6.03M 2.19% +7,131 13F-HR Timeline Kintayl Capital LP More: the full row for Kintayl Capital LP 120,600 $6.03M 4.14% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 118,523 $5.93M 0.87% -1,340 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 104,829 $5.24M 0.01% +6,971 13F-HR Timeline Group Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 104,055 $5.2M 1.67% -9,484 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 104,037 $5.2M 1.75% +16,900 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 102,681 $5.13M 3.1% +46,941 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 102,503 $5.12M 0.06% -566 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 100,825 $5.04M 2.19% +54,797 13F-HR Timeline ZAZOVE ASSOCIATES LLC More: the full row for ZAZOVE ASSOCIATES LLC 100,000 $5M 0.45% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 99,725 $4.97M 0.07% +6,701 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 97,803 $4.89M 2.39% +363 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 95,747 $4.79M 0.13% +24,262 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 94,906 $4.74M 0.14% +13,965 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 91,064 $4.55M 1.3% -31,858 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 90,928 $4.55M 0.32% -3,239 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 90,483 $4.52M 0.04% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 86,913 $4.35M 0.13% +23,987 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 83,545 $4.18M 1.25% +1,133 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 82,916 $4.15M 0.15% +158 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 81,965 $4.1M 1.1% +1,325 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 81,833 $4.09M 0.03% +13,070 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 79,750 $3.99M 0.35% -2,335 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 77,330 $3.87M <0.01% +4,295 13F-HR Timeline Group Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 76,602 $3.83M 2.41% +928 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 74,671 $3.73M 0.3% +851 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 74,213 $3.71M 0.08% -1,010 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 70,675 $3.53M 2.04% +18,727 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 70,038 $3.5M 0.09% +44,056 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 69,820 $3.49M 1.36% +14,583 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 68,334 $3.42M 0.03% +1,789 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 67,481 $3.37M 2.12% -2,472 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 65,681 $3.28M 1.08% +4,680 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 65,155 $3.26M 0.26% 0 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 64,646 $3.23M 0.13% +40,175 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 63,777 $3.19M 0.01% -46,275 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 62,766 $3.14M 0.08% +9,511 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 62,632 $3.13M 0.13% +3,043 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 60,000 $3M 0.1% 0 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 58,996 $2.95M 0.08% -4,525 13F-HR Timeline Group Payne Capital LLC More: the full row for Payne Capital LLC 58,900 $2.94M 2.99% 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 57,748 $2.89M 0.5% +7,532 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 56,385 $2.82M <0.01% +47,398 13F-HR Timeline Group Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 55,967 $2.8M 0.49% -627 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 55,653 $2.78M 0.1% +8,701 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 55,357 $2.77M 0.25% +6,760 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 54,741 $2.74M 0.04% +3,292 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 49,741 $2.48M 0.03% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 48,628 $2.43M 0.05% -2,704 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 46,215 $2.31M 0.05% +615 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 45,885 $2.29M 0.36% -8,103 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 45,375 $2.27M 0.3% +24,132 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 44,655 $2.23M 0.32% +1,700 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 43,950 $2.2M 0.61% +1,291 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 43,922 $2.2M 0.08% -885 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 43,922 $2.2M 0.07% -885 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 43,158 $2.16M 0.24% +1,904 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 42,945 $2.15M 0.42% -1,782 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 42,494 $2.12M 0.14% +4,367 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 42,305 $2.12M <0.01% -11,322 13F-HR Timeline Group Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 41,811 $2.09M 0.94% +1,358 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 41,115 $2.06M 0.01% +2,778 13F-HR/A Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 40,967 $2.05M 1.05% 0 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 40,582 $2.03M 1.06% new 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 40,474 $2.02M 1.22% -1,224 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 39,899 $1.99M 0.77% +35,587 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 39,748 $1.99M 0.17% +3,425 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 39,549 $1.98M 0.52% -1,286 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 37,654 $1.88M 1.62% +6,586 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 37,370 $1.87M 0.69% +1,805 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 37,195 $1.86M 1.29% +4,825 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 36,830 $1.84M 1.11% +9,439 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 36,050 $1.8M 0.08% -5,095 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 36,095 $1.8M 1.42% -443 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. 34,944 $1.75M 1.17% +304 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 34,720 $1.74M 0.06% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 32,645 $1.63M 0.1% +12,595 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 32,567 $1.63M 0.02% +23,269 13F-HR Timeline Group Applied Capital LLC More: the full row for Applied Capital LLC 32,305 $1.62M 0.65% +181 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 31,561 $1.58M 1.42% +1,486 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 31,303 $1.56M <0.01% -61,242 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 30,921 $1.55M 0.05% +720 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 30,765 $1.54M 0.99% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 30,617 $1.53M 0.12% +724 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 29,810 $1.49M 0.02% -7,650 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 29,098 $1.45M 0.35% -2,907 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 27,460 $1.37M 0.01% +4,015 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 27,440 $1.37M 0.05% +620 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 27,150 $1.36M 0.11% -2,100 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 27,104 $1.36M 0.13% -808 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 26,858 $1.34M 0.01% +13,565 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 26,459 $1.32M 0.74% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 26,190 $1.31M 0.04% +11,590 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 25,942 $1.3M 0.18% -2,900 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 25,807 $1.29M 0.36% -3,761 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 25,677 $1.28M 0.33% -3,683 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 D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 25,261 $1.26M 0.01% new 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 25,000 $1.25M 0.72% -5,100 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 24,917 $1.25M 0.14% -1,415 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 24,781 $1.24M 0.1% +457 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 24,706 $1.23M <0.01% +12,859 13F-HR Timeline Group Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 24,405 $1.22M 0.09% -946 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 Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 23,538 $1.18M 0.03% +5,668 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 23,531 $1.18M 1.14% -1,749 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 22,861 $1.14M 0.06% +11,178 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 22,225 $1.11M <0.01% +344 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 22,034 $1.1M 0.27% -1 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 21,197 $1.06M 0.28% +6 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 21,085 $1.05M 0.17% +1,236 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 20,922 $1.05M 0.14% -108 13F-HR Timeline TD Waterhouse Canada Inc. 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