Bullish More: the full row for Bullish 4,523,963 $136M 64.15% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 3,004,416 $90.1M 0.98% +7,356 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,078,938 $62.3M 0.01% +606,254 13F-HR/A Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,361,254 $40.8M 0.21% +63,861 13F-HR Timeline EMORY UNIVERSITY More: the full row for EMORY UNIVERSITY 1,354,148 $40.6M 15.19% +330,731 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 1,073,430 $32.2M 8.68% +404,372 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 991,110 $29.7M 0.09% +858,703 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 928,819 $27.9M 0.04% +509,504 13F-HR Timeline Group Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 850,614 $25.5M 3.5% +43,318 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 832,601 $25M 0.02% -2,335,117 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 719,078 $21.6M <0.01% +707,822 13F-HR Timeline Group KALEIDOSCOPE CAPITAL LP More: the full row for KALEIDOSCOPE CAPITAL LP 611,747 $18.3M 7.06% +154,656 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 599,531 $18M 0.56% +175 13F-HR Timeline Ovata Capital Management Ltd in group Ovata Capital Management Ltd More: the full row for Ovata Capital Management Ltd 567,872 $17M 2.38% new 13F-HR Timeline Group ParaFi Capital LP More: the full row for ParaFi Capital LP 520,000 $15.6M 4.9% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 383,564 $11.5M 0.14% +371,398 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 370,049 $11.1M 1.8% +173,469 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 360,099 $10.8M 0.01% +12,625 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 313,677 $9.41M 1.32% +12,487 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 286,259 $8.58M 0.82% +140,592 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 282,129 $8.46M <0.01% +80,908 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 272,654 $8.18M 0.02% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 267,561 $8.02M 0.04% +248,751 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 228,044 $6.84M 0.95% -82,421 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 227,896 $6.83M 0.02% +42,885 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 222,404 $6.67M 0.01% +41,982 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 203,570 $6.11M <0.01% +154,518 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 194,603 $5.84M 0.01% -1,228,970 13F-HR Timeline Group HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 193,397 $5.8M 3.19% +34,179 13F-HR Timeline Reliant Wealth Planning More: the full row for Reliant Wealth Planning 180,843 $5.42M 1.64% +15,410 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 170,983 $5.13M 0.02% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 169,104 $5.07M 0.22% +17,043 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 164,877 $4.94M 0.71% +135,454 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 155,864 $4.67M 0.01% -32,646 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 152,026 $4.56M +24,554 Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 149,895 $4.5M 0.96% +40,442 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 146,947 $4.41M 0.3% +47,943 13F-HR Timeline Gem Investment Advisors, LLC More: the full row for Gem Investment Advisors, LLC 145,500 $4.36M 4.29% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 138,788 $4.16M 0.01% +18,695 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 137,147 $4.11M 1.29% new 13F-HR Timeline VVR Holdings LLC More: the full row for VVR Holdings LLC 135,900 $4.08M 2.11% +20,348 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 134,901 $4.05M 2.08% +14,011 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 130,065 $3.9M 0.72% +32,239 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 129,188 $3.87M 1.72% new 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 124,003 $3.72M 0.93% +1,452 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 110,931 $3.33M <0.01% +61,382 13F-HR Timeline Group MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 106,693 $3.2M 0.04% +32,947 13F-HR Timeline Group Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 103,657 $3.11M 0.68% +21,121 13F-HR Timeline MSRH, LLC More: the full row for MSRH, LLC 103,200 $3.09M 2.74% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 102,403 $3.07M 0.02% +5,857 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 99,230 $2.98M 0.4% +93,163 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 94,661 $2.84M 2.18% +80,194 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 91,774 $2.75M <0.01% +6,198 13F-HR Timeline Group ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 88,527 $2.65M 0.95% -9,137 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 88,276 $2.6M <0.01% -9,104 13F-HR/A Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 85,812 $2.57M <0.01% +6,195 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 82,612 $2.48M <0.01% -40,658 13F-HR Timeline Group R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 81,381 $2.44M 1.16% +3,943 13F-HR Timeline MAD RIVER INVESTORS More: the full row for MAD RIVER INVESTORS 81,217 $2.44M 0.88% +3,570 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 79,932 $2.4M 0.02% +45,451 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 79,847 $2.39M <0.01% +619 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 76,867 $2.31M 0.11% +6,836 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 76,607 $2.3M 0.53% +38,904 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 73,311 $2.2M 0.25% +2,006 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 53,631 $2.08M 0.15% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 68,942 $2.07M <0.01% -2,110 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 65,207 $1.96M 0.44% +19,649 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 63,702 $1.91M 0.42% +13,241 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 60,197 $1.81M 0.04% new 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 59,336 $1.78M <0.01% -1,712 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 58,263 $1.75M 1.17% +13,720 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 57,269 $1.72M 0.12% new 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 55,122 $1.65M 0.31% +4,531 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 54,925 $1.65M 0.12% -2,358 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 53,040 $1.59M 0.09% +906 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 52,087 $1.56M 0.02% +8,298 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 51,982 $1.56M <0.01% +22,805 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 50,333 $1.51M 0.25% +9,099 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 48,476 $1.45M 0.51% -11,066 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 48,077 $1.44M 0.45% +2,401 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 47,311 $1.43M 0.01% +24,872 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 46,964 $1.41M 0.25% +21,997 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 46,440 $1.39M <0.01% +5,663 13F-HR Timeline Group Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 45,222 $1.36M 0.52% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 44,929 $1.35M 0.01% +19,041 13F-HR Timeline Group Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 43,684 $1.31M 0.14% +14,345 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 43,556 $1.31M 0.02% +11,246 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 42,502 $1.27M 0.97% +4,359 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 41,743 $1.25M 0.1% +6,266 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 41,946 $1.24M <0.01% -27,759 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 41,160 $1.23M <0.01% -94,400 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 39,554 $1.19M <0.01% -870 13F-HR Timeline Group IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 39,392 $1.18M 0.02% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 39,148 $1.17M 0.01% +2,700 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 38,969 $1.17M 0.04% -27,519 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 38,960 $1.17M 0.02% +4,212 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 38,768 $1.16M <0.01% +7,445 13F-HR Timeline Group EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 37,044 $1.11M 0.65% +2,114 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 36,661 $1.1M 0.11% +25,588 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 35,656 $1.07M 0.31% +7,239 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 34,110 $1.02M <0.01% +8,858 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 33,340 $1000K 0.02% +19,120 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 33,203 $996K 0.05% +4,427 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 32,731 $982K 0.24% +2,008 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 31,612 $948K 0.11% -16,449 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 30,097 $903K 0.53% +6,810 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 30,000 $900K 0.04% 0 13F-HR/A Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 29,348 $880K 0.42% +10,291 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 28,761 $863K 0.04% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 28,436 $853K 0.14% +1,736 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 27,540 $826K 0.01% +12,711 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 27,447 $823K 0.01% +6,239 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 26,509 $795K 0.04% -44,267 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 26,397 $792K 0.53% -7,117 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 26,320 $789K 0.01% -3,934 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 26,197 $786K 0.14% +6,100 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 25,600 $768K 0.03% +13,700 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 25,513 $765K 0.54% -4,180 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 25,440 $763K 0.04% +6,974 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 25,112 $753K 0.27% -863 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 24,775 $743K 0.04% -95 13F-HR Timeline LAKEWOOD CAPITAL MANAGEMENT, LP in group LAKEWOOD CAPITAL MANAGEMENT, … More: the full row for LAKEWOOD CAPITAL MANAGEMENT, LP 24,700 $741K 0.05% 0 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 24,586 $737K 0.01% +441 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 24,382 $731K <0.01% +6,238 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 20,432 $730K 0.02% +14,419 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 24,263 $728K 0.01% +9,203 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 23,753 $712K <0.01% 0 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 21,023 $701K 0.3% +9,888 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 23,291 $698K 0.1% +589 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 23,040 $691K 0.07% +8,669 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 22,740 $682K 0.02% +9,751 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 22,635 $679K 0.01% +1,875 13F-HR Timeline Group Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 21,840 $655K 0.28% -551 13F-HR Timeline ONCE CAPITAL MANAGEMENT, LLC More: the full row for ONCE CAPITAL MANAGEMENT, LLC 21,540 $646K 0.17% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 21,440 $643K 0.88% -6,998 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 21,388 $641K <0.01% +3,301 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 20,718 $621K 0.13% +644 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 20,661 $620K 0.05% +1,508 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 20,000 $600K 0.09% +13,750 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 19,785 $593K 0.29% +2,207 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 19,781 $593K 0.04% -1,825 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 19,312 $579K 0.25% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 18,949 $568K 0.01% -345 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 17,946 $538K <0.01% -2,549 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 23,286 $536K <0.01% -1,168 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 17,859 $536K <0.01% -1,416 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 17,708 $531K 0.03% +7,462 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 17,388 $521K 0.23% 0 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 17,310 $519K 0.37% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 17,141 $514K <0.01% +3,557 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 17,101 $513K <0.01% +10,475 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 16,838 $505K 0.02% -2,846 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 16,786 $503K <0.01% +3,873 13F-HR Timeline Group Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 16,736 $502K 0.25% +9,790 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 16,712 $501K 0.09% new 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 16,558 $497K 0.24% +8,878 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 16,431 $493K 0.14% new 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 16,387 $491K 0.05% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 16,380 $491K 0.01% +594 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 13,871 $489K 0.15% -10,567 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 16,023 $481K 0.04% +7,031 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 15,661 $470K 0.01% -346 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 15,609 $468K 0.2% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 15,586 $467K 0.01% 0 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 15,333 $460K <0.01% +15,208 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 15,325 $460K 0.01% +744 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 15,318 $459K <0.01% -2,574 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 15,171 $455K <0.01% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 13,631 $453K 0.03% +922 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 15,075 $452K 0.03% new 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 15,010 $450K 0.11% -336 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 14,984 $449K 0.29% new 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 14,698 $441K 0.29% +7,413 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 14,560 $437K 0.33% -689 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 14,430 $433K 0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 14,334 $430K 0.01% -2,094 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 13,951 $418K 0.01% +7,091 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 13,918 $417K <0.01% +7,450 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 13,749 $412K 0.02% -1,955 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 13,731 $412K +8,022 Timeline Keystone Financial Group More: the full row for Keystone Financial Group 12,757 $411K 0.03% +372 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 13,688 $411K 0.01% +398 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 11,470 $400K 0.01% -918 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 13,221 $396K 0.15% 0 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 13,120 $393K 0.05% -1,153 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 13,023 $391K 0.02% -2,016 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 12,959 $389K 0.08% +3,951 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 12,946 $388K <0.01% +299 13F-HR Timeline Group Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 12,777 $383K 0.34% -12,416 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 12,533 $376K <0.01% +3,849 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 12,252 $367K 0.01% 0 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 12,247 $367K <0.01% +3,682 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 12,131 $364K 0.05% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 10,253 $361K 0.04% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 11,924 $358K 0.01% -188 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 11,597 $348K 0.03% +586 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 11,470 $344K <0.01% -5,999 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 11,400 $342K 0.36% -11,089 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 11,239 $337K 0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 11,410 $335K 0.27% +2,358 13F-HR Timeline