Standpoint Asset Management, LLC More: the full row for Standpoint Asset Management, LLC 114,300 $78.5M 16.46% +3,700 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 113,290 $77.8M 0.87% +2,026 13F-HR Timeline Group David Kennon Inc More: the full row for David Kennon Inc 113,227 $77.8M 25.7% -154 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 113,125 $77.7M 3.83% +640 13F-HR Timeline Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 113,098 $77.7M 1.42% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 112,722 $77.4M 3.59% +10,419 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 112,189 $77.1M 10.62% +8,889 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 111,760 $76.8M 12.88% +1,092 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 111,684 $76.7M 23.83% +2,786 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 111,345 $76.5M 39.36% +2,890 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 110,951 $76.2M 16.23% +6,633 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 110,377 $75.8M 2.24% -45,284 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 109,960 $75.5M 7.05% +59,600 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 109,390 $75.1M 26.82% +1,687 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 109,970 $75.1M 19.71% +752 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 108,290 $74.4M 16.82% -3,324 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 107,907 $74.1M 23.84% +8,495 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 106,585 $73.2M 8.48% -630 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 106,571 $73.2M 31.44% +1,894 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 106,152 $72.9M 0.27% -1,128 13F-HR Timeline Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 105,682 $72.6M 40.65% +6,015 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 105,611 $72.5M 4.76% -531,137 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 105,568 $72.5M 1.43% -366,241 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 105,353 $72.4M 7.45% -12,991 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 104,550 $71.8M 0.77% +5,319 13F-HR Timeline Group HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 104,449 $71.7M 15.31% +18 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 103,990 $71.4M 5.6% +2,044 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 103,303 $71M 8.71% +52,576 13F-HR Timeline Progeny 3, Inc. More: the full row for Progeny 3, Inc. 103,300 $70.9M 3.66% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 102,799 $70.6M 2.38% +6,008 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 101,967 $70M 1.82% +11,581 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 101,332 $69.6M 0.02% +6,013 13F-HR Timeline Group Sierra Capital LLC More: the full row for Sierra Capital LLC 100,535 $69M 6.67% -703 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 99,666 $68.6M 6.93% +5,211 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 99,947 $68.6M 3.89% +658 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 99,885 $68.6M 5.68% -5,702 13F-HR Timeline Group Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 99,569 $68.4M 5.8% -156 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 99,123 $68.1M 0.04% -133,947 13F-HR Timeline Group Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 98,792 $67.8M 34.97% +6,464 13F-HR Timeline Summitas Investment Management LLC More: the full row for Summitas Investment Management LLC 98,143 $67.4M 50.09% -4,753 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 97,638 $67.1M 2.12% +2,408 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 97,407 $66.9M 29.45% +2,197 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 97,277 $66.9M 13.68% -8,997 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 97,191 $66.8M 3.65% -1,156 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 96,774 $66.5M 23.79% -237 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 96,708 $66.4M 0.04% new 13F-HR/A Timeline Group LM Advisors LLC More: the full row for LM Advisors LLC 96,457 $66.2M 7.64% +40,340 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 96,115 $66M 7.65% +15,973 13F-HR/A Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 95,820 $65.8M 10.75% -2,950 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 95,047 $65.3M 15.62% -441 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 94,960 $65.2M 3.96% +15,245 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 94,181 $64.7M 12.16% +2,514 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 93,946 $64.5M 14.42% +2,130 13F-HR Timeline Safir Wealth Advisors, LLC More: the full row for Safir Wealth Advisors, LLC 93,397 $64.1M 41.68% +66 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 92,692 $63.7M 5.14% -1,608 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 92,073 $63.2M 8.86% +303 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 92,063 $63.2M 17.74% -14,926 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 91,653 $62.9M 3.36% -765 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 91,404 $62.8M 1.34% -8,267 13F-HR/A Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 91,112 $62.6M 14.13% +1,230 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 90,749 $62.4M 0.88% +8,961 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 90,453 $62.1M 1.34% +7,637 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 90,423 $62.1M 0.64% +5,445 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 90,235 $62M 15.69% +4,425 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 90,226 $62M 28.93% -472 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 89,416 $61.4M 35.68% +2,677 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 88,623 $60.8M 8.99% +3,035 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 88,406 $60.7M 6.49% +9,894 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 87,946 $60.4M 5.11% +4,360 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 87,854 $60.3M 2.18% +14,252 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 87,648 $60.2M 30.4% +6,980 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 87,307 $60M 22.91% +832 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 87,280 $59.9M -15,034 Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 87,117 $59.8M 3.45% +15,867 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 87,030 $59.8M 6.27% +11,398 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 86,890 $59.7M 0.49% +7,103 13F-HR/A Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 84,891 $58.3M 0.56% +6,537 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 84,508 $58M 9.18% -613 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 84,212 $57.8M 1.2% +507 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 84,031 $57.7M -2,823 Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 83,738 $57.5M 5.2% -819 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 83,736 $57.5M 10.36% +2,649 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 83,461 $57.3M 21.7% -385 13F-HR Timeline Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 83,414 $57.3M 5.21% 0 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 83,223 $57.2M 22.59% 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 82,963 $57.1M 1.82% -7,052 13F-HR Timeline Group Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 82,649 $56.8M 13.9% +1,032 13F-HR Timeline Karnit Road Accident Victims Compensati… More: the full row for Karnit Road Accident Victims Compensation Fund 82,377 $56.6M 32.15% -11,630 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 82,364 $56.6M 7.22% -2,828 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 79,825 $56.5M 1.1% +546 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 82,114 $56.4M 0.39% +42,815 13F-HR Timeline Group Bravera Wealth More: the full row for Bravera Wealth 81,861 $56.2M 21.56% +8,278 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 81,566 $56M 6.88% -16 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 81,282 $55.8M 3.09% -239 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 79,660 $54.8M 1.34% +12,605 13F-HR Timeline STRATEGIC ADVISORY PARTNERS, LLC More: the full row for STRATEGIC ADVISORY PARTNERS, LLC 79,851 $54.8M 38.88% +4,676 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 79,623 $54.7M 30.1% -2,367 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 79,595 $54.7M 22.59% +239 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 79,463 $54.6M 2.04% 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 79,760 $54.6M 0.14% -4,887 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 79,327 $54.5M 1.91% +79,019 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 79,256 $54.4M 13.04% -310 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 79,181 $54.4M 18% +2,975 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 79,133 $54.3M 1.71% +39,723 13F-HR Timeline RESOLUTE CAPITAL, LLC More: the full row for RESOLUTE CAPITAL, LLC 79,109 $54.3M 18.75% +4,733 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 78,178 $53.7M 0.52% +136 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 77,806 $53.4M 9.41% +23,442 13F-HR Timeline LTS Liquid Investments LLC More: the full row for LTS Liquid Investments LLC 77,316 $53.1M 28.4% +30,581 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 77,222 $53M 8.71% +2,601 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 77,057 $52.9M 0.58% -1,400 13F-HR Timeline Group Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 77,015 $52.9M 1.26% +1,481 13F-HR Timeline Group BCK Partners, Inc. More: the full row for BCK Partners, Inc. 76,841 $52.8M 25.44% -276 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 76,784 $52.7M 1.39% -259 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 76,681 $52.7M 3.55% -1,525 13F-HR Timeline Group Lepercq De Neuflize Asset Management LLC More: the full row for Lepercq De Neuflize Asset Management LLC 76,411 $52.5M 33.31% +223 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 76,354 $52.4M 0.96% -1,054 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 76,085 $52.3M 13.37% -2,337 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 75,088 $51.6M 13.57% -12,489 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 75,056 $51.4M 4.23% -2,722 13F-HR Timeline Steffes Financial, Ltd. More: the full row for Steffes Financial, Ltd. 74,410 $51.1M 22.06% +2,454 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 74,317 $51M 1.35% -28,500 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 74,234 $51M 17.31% +1,596 13F-HR Timeline Group GreatBanc Trust CO More: the full row for GreatBanc Trust CO 74,051 $50.9M 31.54% -238 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 74,037 $50.8M 1.15% +1,709 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 74,026 $50.8M 3.13% -7,720 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 73,634 $50.6M 0.77% 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 73,189 $50.3M 9.69% -668 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 73,150 $50.2M 0.25% -7,262 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 73,048 $50.2M 2.27% +5,097 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 72,716 $49.9M 4.99% -1,632 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 72,294 $49.7M 6.99% +681 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 72,166 $49.6M 5.09% +15,738 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 71,908 $49.4M 22.66% +859 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 71,813 $49.3M 17.39% -4,445 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 71,642 $49.2M 1.24% -8,607 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 71,323 $49M 8.35% +3,123 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 70,918 $48.7M 6.48% +10,966 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 70,923 $48.7M 0.72% +1,026 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 70,652 $48.5M 1.77% +2,750 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 70,432 $48.4M 9% +1,514 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 67,651 $48.4M 2.53% +34,010 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 70,406 $48.4M 8.95% +7,673 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 70,396 $48.3M 9.72% +2,586 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 70,236 $48.2M 1.36% +1,260 13F-HR Timeline Group Verum Partners LLC More: the full row for Verum Partners LLC 70,185 $48.2M 7.29% -306 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 70,154 $48.2M 11.02% +6,383 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 69,832 $48M 14.1% +793 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 69,593 $47.8M 11.78% +14,618 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 69,539 $47.8M 4.17% +14,501 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 69,531 $47.8M 0.35% -2,304 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 69,478 $47.7M 1.46% -10,465 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 69,325 $47.6M 0.42% +973 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 68,323 $46.9M 6.19% -412 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 68,226 $46.9M 4.38% -2,925 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 68,269 $46.6M 5.35% +31,005 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 66,972 $46M 4.09% -69 13F-HR Timeline Power Alpha Investment Ltd More: the full row for Power Alpha Investment Ltd 66,600 $45.7M 4.6% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 66,567 $45.7M 0.23% +2,742 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 66,487 $45.7M 0.12% -997 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 65,939 $45.3M 4.26% +344 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 65,858 $45.2M -1,282 Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 65,769 $45.2M 0.28% -2,102 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 65,548 $45M 0.92% -27 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 65,403 $44.9M 9.22% -210 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 64,655 $44.4M 1.59% +1,437 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 64,399 $44.2M 18.3% +14,658 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 64,339 $44.2M 0.8% +6,934 13F-HR Timeline SFM, LLC More: the full row for SFM, LLC 64,334 $44.2M 22.65% +3,834 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 64,219 $44.1M 1.1% -699 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 64,037 $44M 6.85% +854 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 64,400 $43.9M 1.16% -353 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 63,597 $43.7M 0.56% +2,518 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 63,582 $43.7M 2.14% 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 63,587 $43.7M 6.46% +927 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 63,511 $43.6M 1.43% +7,963 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 63,463 $43.6M 1.26% +11,958 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 63,332 $43.5M 18.01% +737 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 63,293 $43.5M 12.2% +1,711 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 62,651 $43M 1.52% +1,623 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 62,578 $43M 9.47% +1,797 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 62,537 $43M 3.48% +9,417 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 61,985 $42.6M 4.83% -5,303 13F-HR Timeline Passaic Partners LLC More: the full row for Passaic Partners LLC 61,884 $42.5M 4.06% -7,224 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 61,678 $42.4M 12.1% -1,497 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 61,313 $42.1M 16.59% -1,164 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 61,299 $42.1M 29.11% -5,914 13F-HR Timeline ASO GROUP Ltd More: the full row for ASO GROUP Ltd 60,989 $41.9M 17.76% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 60,572 $41.9M 12.13% +772 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 60,977 $41.8M 6.49% +31,063 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 60,576 $41.6M 2.07% +21,225 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 60,362 $41.5M 13.36% +2,898 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 60,275 $41.4M 7.39% +1,420 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 61,398 $41.2M 2.76% +387 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 60,032 $41.2M 1.29% -8,413 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 59,713 $41M +21,715 Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 59,636 $41M 16.33% -107 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 59,524 $40.9M 3.41% +1,367 13F-HR Timeline WealthCare Asset Management, LLC More: the full row for WealthCare Asset Management, LLC 59,474 $40.8M 17.09% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 59,787 $40.7M 1.32% 0 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 59,215 $40.7M 4.09% -30,424 13F-HR Timeline