HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 12,139,990 $553M 6.27% -1,864,892 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 876,469 $39.9M 0.01% -31,871 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 602,864 $27.4M 0.03% -11,209 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 360,930 $16.4M 0.52% +78,099 13F-HR Timeline Group MAD RIVER INVESTORS More: the full row for MAD RIVER INVESTORS 360,139 $16.4M 6.13% 0 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 358,216 $16.3M 2.19% +2,425 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 340,363 $15.5M 0.01% +76,391 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 314,985 $14.3M 0.01% new 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 303,753 $13.8M 0.54% -7,640 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 278,538 $12.7M 0.01% +91,599 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 278,391 $12.7M 0.51% -1,569 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 265,593 $12.1M 0.02% -75,540 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 259,750 $11.8M 2.72% -17,242 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 249,612 $11.4M 0.72% -9,122 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 244,528 $11.1M 0.02% -8,741 13F-HR/A Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 231,216 $10.5M 0.04% -12,496 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 196,930 $8.96M -23,929 Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 193,414 $8.8M 0.08% +184,609 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 168,831 $7.69M 0.01% -9,972 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 164,245 $7.48M 0.01% -10,232 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 150,000 $6.83M 0.29% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 145,698 $6.63M -12,442 Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 139,612 $6.36M 6.94% -700 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 138,522 $6.31M 0.02% -26,947 13F-HR Timeline Group Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 131,538 $5.99M 0.74% -1,900 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 131,082 $5.97M <0.01% -709 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 113,584 $5.63M 0.01% -1,716 13F-HR Timeline LAKEWOOD CAPITAL MANAGEMENT, LP in group LAKEWOOD CAPITAL MANAGEMENT, … More: the full row for LAKEWOOD CAPITAL MANAGEMENT, LP 123,500 $5.62M 0.29% 0 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 121,134 $5.51M 0.06% -7,893 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 117,609 $5.35M 0.68% -14 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 116,930 $5.32M 3.4% -7,107 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 111,292 $5.07M 1.1% 0 13F-HR Timeline ONCE CAPITAL MANAGEMENT, LLC More: the full row for ONCE CAPITAL MANAGEMENT, LLC 107,700 $4.9M 0.96% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 107,435 $4.89M 0.13% +16,453 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 106,864 $4.86M 0.01% -215 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 102,850 $4.68M 0.19% 0 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 102,534 $4.67M 0.37% +51,267 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 101,575 $4.62M 0.13% 0 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 100,000 $4.55M <0.01% 0 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 96,213 $4.38M 0.02% -30,963 13F-HR Timeline WealthCare Asset Management, LLC More: the full row for WealthCare Asset Management, LLC 95,422 $4.34M 1.82% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 94,987 $4.32M 0.39% -623 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 89,673 $4.08M <0.01% +8,485 13F-HR Timeline Group TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 83,314 $3.79M 0.27% -1,242 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 82,836 $3.77M 0.4% -9 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 78,170 $3.56M <0.01% -8,326 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 76,426 $3.48M 0.6% -44 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 76,284 $3.47M <0.01% +2,552 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 76,121 $3.47M 0.04% -2,051 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 75,952 $3.46M 1.28% -25,859 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 75,857 $3.45M 0.03% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 75,774 $3.45M <0.01% -331,126 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 73,582 $3.35M 0.03% +948 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 72,892 $3.32M 0.24% -4,742 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 72,261 $3.29M 1.25% -901 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 71,518 $3.26M 3.66% -122 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 71,319 $3.25M <0.01% -11,991 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 69,663 $3.17M <0.01% -2,720 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 68,224 $3.11M 0.02% +61,301 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 67,630 $3.08M 2.1% -10 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 64,322 $2.93M 0.06% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 60,452 $2.75M 0.03% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 59,355 $2.7M 0.16% +1,413 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 56,924 $2.59M 0.23% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 55,149 $2.51M 0.55% -311 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 55,085 $2.51M 0.03% +16,707 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 51,618 $2.35M <0.01% -54,834 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 50,416 $2.29M <0.01% 0 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 49,755 $2.26M 0.01% +15,971 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 48,278 $2.2M 0.22% -3,016 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 48,253 $2.2M 0.04% -4,095 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 47,561 $2.16M 0.14% -500 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 47,488 $2.16M 0.01% +2,737 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 44,951 $2.05M 0.38% -5,783 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 44,855 $2.04M 0.01% -2,451 13F-HR/A Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 43,550 $1.98M 0.04% 0 13F-HR Timeline Group WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 43,321 $1.97M 0.37% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 42,358 $1.93M <0.01% -1,365 13F-HR Timeline Group FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 41,822 $1.9M 0.23% -557 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 39,929 $1.82M <0.01% -6,315 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 38,984 $1.77M <0.01% -612 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 38,462 $1.75M 0.01% +2,250 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 38,400 $1.75M 0.54% -312 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 38,151 $1.74M 0.03% 13F-HR Timeline STATE OF MICHIGAN RETIREMENT SYSTEM More: the full row for STATE OF MICHIGAN RETIREMENT SYSTEM 37,418 $1.7M 0.01% new 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 36,489 $1.66M 0.02% -11,330 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 36,131 $1.64M 0.46% -1 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 35,291 $1.61M <0.01% -7,059 13F-HR/A Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 35,130 $1.6M 0.08% -269 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 35,115 $1.6M 0.02% 0 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 35,076 $1.6M 0.08% +1,997 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 34,815 $1.58M 0.02% +3,727 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 34,320 $1.56M 0.05% -204 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 34,027 $1.55M <0.01% +4,588 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 33,921 $1.54M <0.01% -11,530 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 33,764 $1.54M 0.03% -4,477 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 33,188 $1.51M 0.13% -94 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 32,600 $1.48M 0.52% +7,540 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 32,418 $1.48M <0.01% +23,250 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 32,107 $1.46M <0.01% -3,305 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 32,107 $1.46M 0.08% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 31,996 $1.46M 0.01% +145 13F-HR Timeline Group PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 31,864 $1.45M 0.34% -18 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 31,691 $1.44M 0.06% -2,211 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 31,137 $1.42M <0.01% 0 13F-HR Timeline Group MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 30,940 $1.41M 0.28% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 29,930 $1.36M 0.26% -10,563 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 29,620 $1.35M 0.09% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 29,485 $1.34M 0.08% -33,857 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 29,008 $1.32M 0.03% +23,798 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 28,974 $1.32M 0.04% +179 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 28,390 $1.29M 0.22% +3,004 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 28,102 $1.28M <0.01% -80 13F-HR Timeline Group Diligent Investors, LLC More: the full row for Diligent Investors, LLC 27,371 $1.25M 0.28% +1,850 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 27,290 $1.24M 0.53% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 27,200 $1.24M 0.24% 0 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 26,973 $1.23M 0.67% -16,017 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 0 $1.22M 0.79% -26,951 13F-HR Timeline Amount filed as zero, left out of ratios. Smithfield Trust Co More: the full row for Smithfield Trust Co 25,545 $1.16M 0.05% -30,650 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 25,318 $1.15M 0.01% -8,514 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 24,657 $1.12M 0.23% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 24,643 $1.12M 1.13% -2,114 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 24,594 $1.12M 0.03% +1,298 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 24,592 $1.12M 0.14% 0 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 24,512 $1.12M 0.62% -863 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 23,738 $1.08M 0.13% 0 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 23,579 $1.07M 0.75% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 22,922 $1.04M 0.02% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 22,886 $1.04M <0.01% -4,778 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 22,772 $1.04M <0.01% -9,395 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 22,700 $1.03M 0.45% 0 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 22,643 $1.03M 0.19% -22,975 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 22,520 $1.03M 0.05% -160 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 22,446 $1.02M 0.82% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 22,162 $1.01M 0.09% +11 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $1.01M 0.24% 0 13F-HR Timeline Amount filed as zero, left out of ratios. CHOREO, LLC More: the full row for CHOREO, LLC 22,121 $1.01M 0.01% -209 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 22,056 $1M 0.12% 0 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 22,005 $1M 0.64% -396 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 21,960 $1000K 0.02% new 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 21,917 $998K 0.09% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 21,845 $994K 0.03% -625 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 21,771 $991K 0.44% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 21,682 $987K 0.04% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 21,653 $986K 0.1% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 21,516 $979K 0.03% +1,660 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 21,146 $963K 0.01% +2,269 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 20,835 $948K <0.01% -96,271 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 20,621 $939K 0.02% -250 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 20,605 $938K 0.03% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 19,945 $908K 0.03% +63 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 19,599 $892K 0.01% -400 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 19,551 $890K <0.01% -6,949 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 19,550 $890K <0.01% +8,133 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 19,261 $877K 0.49% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 19,086 $869K 0.11% 0 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 18,806 $856K 0.08% +1,131 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 18,728 $852K 0.02% +10,076 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 18,648 $849K <0.01% +2,228 13F-HR Timeline Group OakTrust Wealth Advisors, LLC More: the full row for OakTrust Wealth Advisors, LLC 18,627 $848K 0.73% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 18,518 $843K 0.04% +614 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 18,417 $838K +4,302 Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 18,379 $837K 0.07% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 18,266 $831K 0.05% -933 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 18,235 $830K 0.01% 0 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 18,004 $820K 0.03% -615,989 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 17,945 $817K 0.25% -685 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 17,761 $808K 0.73% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 17,688 $805K 0.01% +5,513 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 17,318 $788K 0.01% 0 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 17,173 $782K 0.06% -37 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 16,964 $772K <0.01% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 16,894 $769K 0.39% -400 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 16,851 $767K 0.01% -291 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 16,662 $758K -417 Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 16,362 $745K 0.11% +13,901 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 16,277 $741K 0.02% -232 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 15,849 $721K 0.02% -327 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 15,721 $716K 0.02% +3,944 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 15,713 $715K 0.01% -4,600 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 15,614 $711K 0.12% 0 13F-HR Timeline Exit Wealth Advisors, LLC. 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