LPL Financial LLC More: the full row for LPL Financial LLC 8,862,303 $348M 0.08% +339,818 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,840,918 $72.3M 0.07% +214,433 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,450,393 $57M 0.01% +298,270 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,421,003 $55.8M +1,049,529 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,090,086 $42.8M 0.05% +147,001 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,032,527 $40.5M 0.01% +457,674 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 884,967 $34.8M 0.1% +54,733 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 761,526 $29.9M 0.04% +115,190 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 718,291 $28.2M 0.01% +80,976 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 669,250 $26.3M 0.06% +10,015 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 627,075 $24.6M 0.05% +191,130 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 584,188 $22.9M 4.95% +67,533 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 538,560 $21.1M <0.01% +1,436 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 507,128 $19.9M 0.1% +209,520 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 485,448 $19.1M 0.09% +277,401 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 417,888 $16.4M 0.1% +2,105 13F-HR Timeline Group Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 405,747 $15.9M 3.99% +15,104 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 386,233 $15.2M 0.2% +8,515 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 327,898 $12.9M 2.75% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 311,233 $12.2M 0.01% +211,646 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 306,471 $12M +20,795 Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 297,371 $11.7M 6.51% +9,791 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 277,068 $10.9M 5.67% +4,944 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 234,840 $9.22M 0.35% +53,479 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 231,736 $9.1M 0.19% +4,439 13F-HR Timeline Macro Advisors, Inc. More: the full row for Macro Advisors, Inc. 214,906 $8.44M 2.69% +179,461 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 195,474 $7.68M 0.24% -216 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 183,487 $7.21M 4.26% -5,098 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 170,386 $6.69M 2.76% +8,960 13F-HR Timeline Group IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 167,711 $6.59M 1.98% +18,436 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 161,091 $6.33M 1.54% -5,097 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 158,667 $6.23M 2.85% +12,915 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 156,414 $6.14M 1.38% +76,966 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 143,587 $5.64M 0.27% +142 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 136,111 $5.29M 1.62% +48,679 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 126,537 $4.97M 0.05% -1,432 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 123,612 $4.85M 0.16% -1,694 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 119,384 $4.69M 0.01% +42,489 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 117,256 $4.6M 0.16% +116,636 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 114,741 $4.51M 1.01% -169 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 111,014 $4.36M 3.18% +91 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 110,511 $4.34M 0.03% -7,620 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 109,791 $4.31M 1.61% -7,620 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 96,498 $3.79M 0.86% -7,308 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 87,497 $3.44M 0.64% +39,801 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 86,171 $3.38M 0.04% +2,443 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 84,665 $3.31M 0.16% +3,095 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 83,964 $3.3M 0.3% -1,019 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 81,056 $3.18M 2.08% -5,941 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 80,972 $3.18M 0.01% -764 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 80,368 $3.16M 1.33% +17,688 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 79,994 $3.14M 0.06% +3,672 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 79,630 $3.13M 0.11% -911 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 79,215 $3.11M 0.05% +16,552 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 78,917 $3.1M 0.75% -3,711 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 76,640 $3.01M 1.17% -14,980 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 74,091 $2.91M 1.02% +1,159 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 73,226 $2.88M 0.91% -57,678 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 65,331 $2.57M 0.15% -49,561 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 64,862 $2.55M 0.28% +6,524 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 64,777 $2.54M 0.02% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 64,777 $2.54M 0.05% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 61,335 $2.41M 0.03% +21,748 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 60,286 $2.37M 0.06% +15,769 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 57,180 $2.25M 0.02% +14,948 13F-HR Timeline Group Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 55,675 $2.19M 1.98% +24,519 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 53,883 $2.12M <0.01% -273,088 13F-HR Timeline Group Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 52,653 $2.07M 1.33% +4,865 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 52,283 $2.05M 0.21% new 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 48,940 $1.92M 1.2% +32,727 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 47,285 $1.86M 0.94% +29,204 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 46,531 $1.83M 0.25% -197 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 45,144 $1.77M 0.03% +19,466 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 44,936 $1.76M 1.29% +1,920 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 44,916 $1.76M 1.72% 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 44,753 $1.76M 0.03% -211 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 43,516 $1.71M 0.02% +649 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 39,218 $1.54M 0.98% -1,589 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 37,694 $1.48M 0.13% -8,220 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 36,710 $1.44M 0.05% +595 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 35,562 $1.4M +9,872 Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 35,128 $1.38M 0.16% +18,080 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 32,450 $1.27M 0.03% +1,614 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 31,003 $1.22M 0.01% +2,180 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 29,997 $1.18M 0.06% -74 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 28,931 $1.14M 0.07% +21,210 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 28,396 $1.12M 0.04% +1,095 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 27,168 $1.07M 0.1% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 27,003 $1.06M 0.02% +1,803 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 26,726 $1.05M 0.02% +9,847 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 25,276 $993K 0.06% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 25,180 $989K 0.06% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 24,337 $956K 0.02% +577 13F-HR Timeline Group PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 23,688 $930K 0.21% -980 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 23,408 $919K 0.04% +1,648 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 22,816 $896K 0.02% -22,319 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 21,265 $835K 0.08% +4,390 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 21,250 $834K 0.67% +14,915 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 19,974 $784K 0.12% +5,122 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 19,669 $772K 0.01% +3,725 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 19,598 $770K 0.01% +4,234 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 19,222 $755K 0.03% +10,611 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 18,811 $739K <0.01% +11,269 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 18,671 $733K 0.07% -2,513 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 18,299 $719K 0.02% -797 13F-HR Timeline Group Chris Bulman Inc More: the full row for Chris Bulman Inc 17,699 $695K 0.25% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 16,033 $630K 0.07% +9,254 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 15,847 $622K 0.04% +566 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 15,800 $620K 0.01% +3,550 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 15,772 $619K 0.01% -220 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 15,721 $617K 0.18% -822 13F-HR Timeline McKinney Capital Management, LLC More: the full row for McKinney Capital Management, LLC 15,288 $600K 0.24% +1,733 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 14,790 $581K 0.19% -11 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 14,513 $570K 0.18% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 14,274 $561K 0.01% -142 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 14,111 $554K <0.01% +7,156 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,818 $543K <0.01% -62 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 13,770 $541K <0.01% -13,474 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 13,736 $539K 0.01% new 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 13,462 $529K 0.33% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 13,229 $520K 0.15% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 13,121 $515K 0.22% +3,132 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 13,112 $515K 0.2% -3,930 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 12,816 $503K 0.15% -961 13F-HR Timeline Group WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 12,746 $501K 0.34% +1,321 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 11,868 $466K 0.01% +230 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,557 $454K 0.04% 0 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 11,546 $453K 0.2% +561 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 10,896 $428K <0.01% new 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 10,932 $417K 0.03% +3 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 10,458 $411K 0.13% +70 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 10,206 $401K 0.04% +1,581 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 10,174 $400K 0.02% -390 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 9,833 $386K 0.17% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 8,934 $351K 0.01% +463 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 8,578 $337K 0.05% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 8,537 $334K 0.03% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,400 $330K 0.01% -3,700 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,238 $323K <0.01% +1,317 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 8,040 $316K 0.02% new 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 7,950 $312K 0.07% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 7,566 $297K 0.02% +343 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 7,378 $290K 0.09% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,246 $285K <0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 7,177 $282K <0.01% 0 13F-HR/A Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 7,166 $281K 0.03% +1,490 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,844 $269K 0.01% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,623 $260K 0.01% new 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 6,560 $258K 0.01% -2,628 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,515 $256K 0.01% +287 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 6,274 $246K <0.01% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 5,903 $232K 0.01% -850 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 5,795 $228K 0.08% -190 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,520 $217K 0.02% new 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 5,440 $214K 0.05% new 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 5,359 $210K 0.08% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 5,205 $204K 0.01% new 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,197 $204K <0.01% new 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,140 $202K <0.01% -2,812 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,122 $201K <0.01% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,580 $180K <0.01% +1,021 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,116 $162K 0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,837 $151K <0.01% +1,347 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,697 $145K <0.01% 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,691 $145K 0.04% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,619 $142K <0.01% +2,627 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,800 $110K <0.01% +1,000 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,600 $102K 0.05% +2,073 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,439 $95.2K <0.01% +2,439 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,296 $90.7K 0.03% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,675 $65.8K 0.04% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,630 $64K 0.04% -1,834 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,014 $39.8K <0.01% new 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 888 $34.9K <0.01% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 12,647 $34.7K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 479 $18.8K <0.01% new 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 476 $18.7K 0.02% +249 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 397 $15.6K 0.02% -30,894 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 182 $7.15K <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 104 $4.08K <0.01% +4 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 110 $4K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. UMB Bank, n.a. More: the full row for UMB Bank, n.a. 50 $1.96K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.