HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 14,004,882 $739M 8% -108,711 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 908,340 $47.9M 0.01% -68,874 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 614,073 $32.4M 0.03% -6,290 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 633,993 $31M 1.27% -1,008 13F-HR Timeline MSRH, LLC More: the full row for MSRH, LLC 419,620 $22.1M 19.61% -2,458 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 406,900 $21.5M 0.03% -114,172 13F-HR Timeline Group MAD RIVER INVESTORS More: the full row for MAD RIVER INVESTORS 360,139 $19M 6.86% -315 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 355,791 $18.8M 2.63% +22,950 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 341,133 $18M 0.04% -13,569 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 311,393 $16.4M 0.7% -4,126 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 303,100 $16M 0.14% +301,600 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 282,831 $14.9M 0.62% +227,247 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 279,960 $14.8M 0.7% -3,875 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 276,992 $14.6M 3.66% -1,611 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 263,972 $13.9M 0.01% +240,831 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 258,734 $13.7M 0.94% -12,733 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 253,269 $13.4M 0.03% -6,656 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 243,712 $12.9M 0.06% -192 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 220,859 $11.7M -271 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 186,939 $9.86M 0.01% +13,732 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 178,803 $9.43M 0.01% -28,660 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 174,477 $9.21M 0.01% -10,499 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 165,469 $8.73M 0.03% +6,174 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 146,098 $8.53M 0.51% +11,845 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 158,140 $8.34M +2,395 Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 150,000 $7.91M 0.39% 0 13F-HR/A Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 140,312 $7.4M 7.61% -2,400 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 133,438 $7.04M 0.97% -992 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 131,791 $6.95M <0.01% -4,199 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 129,027 $6.81M 0.08% +1,920 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 127,176 $6.71M 0.04% +8,231 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 124,037 $6.54M 4.62% +1,262 13F-HR Timeline LAKEWOOD CAPITAL MANAGEMENT, LP in group LAKEWOOD CAPITAL MANAGEMENT, … More: the full row for LAKEWOOD CAPITAL MANAGEMENT, LP 123,500 $6.52M 0.42% 0 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 117,623 $6.21M 0.86% -1,643 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 117,106 $6.18M 0.03% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 115,300 $6.01M 0.01% -69,347 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 111,292 $5.87M 1.28% -1,468 13F-HR Timeline ONCE CAPITAL MANAGEMENT, LLC More: the full row for ONCE CAPITAL MANAGEMENT, LLC 107,700 $5.68M 1.52% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 107,079 $5.65M 0.02% -250 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 106,452 $5.62M 0.01% new 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 102,850 $5.43M 0.24% 0 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 101,811 $5.37M 2.33% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 101,575 $5.36M 0.12% 0 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 100,000 $5.28M <0.01% 0 13F-HR Timeline Group Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 95,610 $5.04M 0.52% -80 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 90,982 $4.8M 0.15% -1,174 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 86,496 $4.56M <0.01% -6,945 13F-HR Timeline Group TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 84,556 $4.46M 0.36% -696 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 83,310 $4.4M <0.01% -4,213 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 82,845 $4.37M 0.53% -7,345 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 81,188 $4.28M 0.01% -968 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 78,172 $4.12M 0.05% +1,765 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 77,634 $4.1M 0.3% -300 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 76,470 $4.03M 0.82% +204 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 75,857 $4M 0.04% -100 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 73,732 $3.89M 0.01% +1,148 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 73,162 $3.86M 1.68% -275 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 72,634 $3.85M 0.04% +564 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 72,383 $3.82M <0.01% +2,815 13F-HR Timeline Group Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 71,640 $3.78M 4.58% -26 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 67,640 $3.57M 2.55% +315 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 64,322 $3.39M 0.08% +100 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 57,942 $3.37M 0.23% +1,630 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 63,342 $3.34M 0.26% -929 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 60,950 $3.22M 0.01% -59,150 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 60,452 $3.19M 0.04% -403 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 56,924 $3M 0.31% -1,495 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 56,195 $2.96M 0.13% 0 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 56,100 $2.96M 1.09% -8,107 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 55,460 $2.93M 0.71% -849 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 52,348 $2.76M 0.06% -1,581 13F-HR/A Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 51,294 $2.71M 0.3% -1,191 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 51,267 $2.7M 0.29% -193 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 50,734 $2.68M 0.57% -588 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 50,416 $2.66M <0.01% -1,200 13F-HR Timeline Group Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 50,324 $2.66M 1.32% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 40,493 $2.59M 0.82% +7,311 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 48,061 $2.54M 0.18% +36,845 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 47,819 $2.52M 0.04% -7,544 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 47,306 $2.5M 0.02% -112 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 46,714 $2.46M 2.17% -5,651 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 46,244 $2.44M <0.01% -16,547 13F-HR Timeline Group BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 45,618 $2.41M 0.55% -4,227 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 45,451 $2.4M <0.01% -2,162 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 44,751 $2.36M 0.02% +2,356 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 43,723 $2.31M <0.01% -3,140 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 43,550 $2.3M 0.05% -1,500 13F-HR Timeline Group WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 43,321 $2.29M 0.45% -25,855 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 42,990 $2.27M 1.44% -686 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 42,379 $2.24M 0.31% -674 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 41,652 $2.2M 1.21% -1,368 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 39,596 $2.09M <0.01% +1,060 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 39,072 $2.06M <0.01% +38,972 13F-HR Timeline Group Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 38,712 $2.04M 0.75% -343 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 38,378 $2.02M 0.02% -2,128 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 38,241 $2.02M 0.04% -1,055 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 36,212 $1.91M 0.01% +13,666 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 36,132 $1.91M 0.6% -300 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 35,412 $1.87M 0.01% -7,240 13F-HR/A Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 35,399 $1.87M 0.1% -2,340 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 35,115 $1.85M 0.02% 0 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 34,524 $1.82M 0.07% +1,034 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 33,902 $1.79M 0.08% -2,909 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 33,832 $1.78M 0.01% +1,019 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 33,784 $1.78M 0.01% +9,954 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 33,282 $1.76M 0.17% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 33,079 $1.75M 0.1% +3,768 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 32,167 $1.7M 0.01% -1,131 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 32,107 $1.69M 0.1% 0 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 31,882 $1.68M 0.47% -1,128 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 31,851 $1.68M 0.01% -3,710 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 31,137 $1.64M <0.01% +400 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 31,088 $1.64M 0.03% -45 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 30,940 $1.63M 0.34% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 29,620 $1.56M 0.12% -975 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 29,439 $1.55M 0.01% -2,808 13F-HR Timeline Group Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 22,401 $1.53M 1.09% 0 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 28,795 $1.52M 0.05% -6,643 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 28,564 $1.51M <0.01% new 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 28,182 $1.49M <0.01% -610 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 27,664 $1.46M 0.01% -362 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 25,060 $1.45M 0.6% new 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 27,290 $1.44M 0.64% -100 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 27,200 $1.44M 0.29% 0 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 26,951 $1.42M 1.09% -134 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 26,757 $1.41M 1.93% -2,515 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 26,500 $1.4M <0.01% -716 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 25,521 $1.35M 0.33% -1,900 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 25,386 $1.34M 0.27% new 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 25,375 $1.34M 0.88% +6,920 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 24,657 $1.3M 0.33% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 24,592 $1.3M 0.2% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 24,463 $1.29M 0.05% +14,160 13F-HR/A Timeline Group Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 22,446 $1.27M 0.94% 0 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 24,048 $1.27M 0.1% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 23,738 $1.25M 0.17% 0 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 23,579 $1.24M 1.05% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 23,296 $1.23M 0.04% +290 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 23,145 $1.22M 0.57% -955 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 22,700 $1.2M 0.51% +8,200 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 22,680 $1.2M 0.07% +4 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 22,567 $1.19M 0.07% -69 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 22,470 $1.19M 0.04% -319 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $1.18M 0.51% 0 13F-HR Timeline Amount filed as zero, left out of ratios. CHOREO, LLC More: the full row for CHOREO, LLC 22,330 $1.18M 0.01% -234 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 22,151 $1.17M 0.11% +34 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 22,056 $1.16M 0.15% -249 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 21,917 $1.16M 0.13% -500 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 21,771 $1.15M 0.58% -6,100 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 21,706 $1.15M 0.55% +17,514 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 21,682 $1.14M 0.06% -22,480 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 21,653 $1.14M 0.13% -1,310 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 21,620 $1.14M 0.08% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 16,310 $1.11M 0.08% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 20,871 $1.1M 0.03% -205 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 20,606 $1.09M 0.52% -39,611 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 20,605 $1.09M 0.04% -10 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 20,322 $1.07M 0.06% -1,681 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 20,313 $1.07M 0.01% +6,355 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 20,059 $1.06M <0.01% +3,860 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 19,999 $1.06M 0.01% -181 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 19,882 $1.05M 0.04% -3,398 13F-HR Timeline Group Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 19,881 $1.05M 0.11% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 19,856 $1.05M 0.03% +1,792 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 19,570 $1.03M 0.02% new 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 19,565 $1.03M +10,733 Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 19,451 $1.03M 0.02% -5,607 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 19,261 $1.02M 0.6% -1,696 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 16,176 $1.02M 0.03% -222 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 19,199 $1.01M 0.07% -320 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 19,086 $1.01M 0.17% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 18,877 $996K 0.01% -193 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 18,630 $983K 0.35% -1,896 13F-HR Timeline OakTrust Wealth Advisors, LLC More: the full row for OakTrust Wealth Advisors, LLC 18,627 $983K 0.89% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 18,379 $970K 0.1% +1,100 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 18,235 $962K 0.01% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 17,904 $945K 0.05% -1,063 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 17,761 $937K 0.96% -1,400 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 17,675 $933K 0.1% -1,334 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 17,520 $924K 0.03% +6,515 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 17,318 $914K 0.01% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 17,294 $912K 0.53% 0 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 17,210 $908K 0.07% +7,437 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 17,142 $904K 0.01% -48 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 42,350 $904K <0.01% -6,235 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 17,079 $901K +530 Timeline &PARTNERS More: the full row for &PARTNERS 16,964 $895K <0.01% +275 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 16,522 $872K 0.02% -4,424 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 16,509 $871K 0.02% -20 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 16,420 $865K <0.01% -2,024 13F-HR Timeline Group SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 13,826 $849K 0.13% 0 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 15,706 $829K 0.43% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 15,614 $824K 0.15% 0 13F-HR Timeline ACT CAPITAL MANAGEMENT, LLC More: the full row for ACT CAPITAL MANAGEMENT, LLC 15,400 $813K 0.64% -19,000 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 15,253 $805K 0.01% +100 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 13,105 $804K 0.02% +54 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 15,049 $794K 0.01% 0 13F-HR Timeline Group Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 14,847 $783K 0.12% +297 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 14,770 $779K 0.09% +2,341 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 14,739 $778K <0.01% -6,390 13F-HR Timeline