COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 256,306 $11.9M 0.02% -271,565 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 220,227 $10.2M 2.26% -23,430 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 191,343 $8.82M 0.01% +21,180 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 174,186 $8.11M 0.02% -34,078 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 163,223 $7.6M 0.01% +34,099 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 157,182 $7.31M <0.01% +5,443 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 156,507 $7.28M -11,883 Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 142,103 $6.61M 2.33% -2,786 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 135,244 $6.29M <0.01% -16,746 13F-HR Timeline Group UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 122,825 $5.72M 1.5% -4,905 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 98,897 $4.6M 0.01% -9,086 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 93,874 $4.37M 0.01% -11,287 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 86,574 $4.03M 0.4% -7,707 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 79,656 $3.71M 0.08% -1,607 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 69,927 $3.25M 1.07% -616 13F-HR/A Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 68,808 $3.2M 0.22% +62,101 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 65,076 $3.03M <0.01% +882 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 62,076 $2.89M 1.09% -11,784 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 60,460 $2.81M 0.61% +402 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 59,846 $2.79M 0.02% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 53,728 $2.5M 0.17% +15,536 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 52,568 $2.45M 0.03% +15,536 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 51,889 $2.41M 1.43% -810 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 48,761 $2.27M 0.08% -9,800 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 47,394 $2.21M <0.01% -1,010 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 45,805 $2.13M 0.38% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 43,186 $2.03M 0.34% -2,372 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 42,696 $2M 0.04% 0 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 41,005 $1.91M 0.07% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 38,173 $1.78M 0.69% -2,389 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 37,282 $1.73M 0.83% -2,511 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 37,166 $1.73M 0.28% -762 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 36,969 $1.72M 0.51% +3,018 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 36,873 $1.72M 0.08% -6,412 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 32,004 $1.49M 0.02% +564 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 31,966 $1.49M 0.32% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 30,895 $1.44M <0.01% -2,302 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 30,354 $1.41M <0.01% -352 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 25,403 $1.18M <0.01% -1,157 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 23,028 $1.07M 0.33% -493 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 22,967 $1.07M 0.02% -8,605 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 22,507 $1.05M 0.07% +8,314 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 21,242 $989K 0.04% -18 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 20,798 $977K 0.01% +10,399 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 18,493 $861K 0.04% -1,583 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 18,465 $859K 0.05% -1,375 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 17,925 $834K 0.03% -1,175 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 17,691 $823K 0.59% +443 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 17,557 $817K 0.04% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 17,495 $814K 0.11% -1 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 16,154 $752K 0.03% -16,912 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 15,768 $734K 0.16% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 16,036 $715K 0.06% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 15,183 $707K 0.12% -2,420 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 14,931 $695K 0.08% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 14,650 $682K 0.2% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 14,477 $674K 0.06% -567 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 14,200 $661K <0.01% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 13,926 $648K 0.29% 0 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 13,765 $641K 0.24% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 13,008 $605K <0.01% -10,266 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 12,755 $594K 0.11% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 11,920 $559K 0.02% -500 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 12,014 $559K 0.09% -1,538 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 11,791 $549K 0.02% -1,335 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 11,540 $537K 0.01% 0 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 11,521 $536K 0.07% +443 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 11,496 $535K 0.03% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 11,300 $526K 0.21% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 11,012 $512K 0.01% -231 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 11,000 $512K <0.01% new 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,947 $509K 0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 10,919 $508K 0.36% -37 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 10,828 $504K 0.03% -285 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 10,741 $499K 0.14% -66 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 10,070 $469K <0.01% -30,300 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 10,050 $468K 0.03% -2,700 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 10,028 $467K 0.05% -333 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 10,014 $466K 0.26% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,031 $420K 0.02% 0 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 8,527 $397K 0.07% -312 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 8,047 $374K 0.02% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 7,901 $368K 0.1% -19,744 13F-HR/A Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,854 $366K 0.02% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 7,731 $360K <0.01% +345 13F-HR Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 7,370 $343K 0.19% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,153 $333K 0.01% -5,829 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 7,149 $333K <0.01% new 13F-HR/A Timeline Group WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 6,868 $323K 0.25% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 6,851 $319K 0.19% -4 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 6,822 $317K 0.04% -2,591 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,802 $317K 0.03% +287 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,500 $302K <0.01% -1,200 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,358 $296K 0.02% 0 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 6,070 $283K 0.23% +344 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 6,054 $282K 0.11% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 6,035 $281K 0.03% -14 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,944 $277K <0.01% +212 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 5,922 $276K 0.23% -11 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,797 $270K 0.01% -114 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,695 $265K 0.02% -38 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 5,599 $261K 0.18% -3,279 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 5,444 $253K <0.01% +836 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,365 $250K 0.02% -165 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 5,350 $249K 0.09% 0 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 5,077 $236K 0.13% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,835 $225K <0.01% new 13F-HR Timeline Group ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 4,755 $221K 0.03% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 4,700 $219K 0.01% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 4,470 $208K <0.01% -57 13F-HR Timeline Group AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 4,447 $207K 0.02% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,359 $203K 0.03% new 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,319 $201K 0.03% new 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 4,312 $201K <0.01% -196 13F-HR/A Timeline Group Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 4,307 $200K 0.09% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,721 $173K <0.01% -200 13F-HR/A Timeline Group Luminist Capital LLC More: the full row for Luminist Capital LLC 3,579 $167K 0.14% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,500 $163K <0.01% 0 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 3,473 $162K 0.17% -1,464 13F-HR/A Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,269 $152K 0.03% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,842 $132K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2,675 $124K 0.04% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 2,370 $110K 0.06% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,914 $89.1K 0.03% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,850 $87K <0.01% +162 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,361 $63.3K <0.01% 0 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,171 $54.5K <0.01% -12 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 850 $39.6K <0.01% -400 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 700 $32.6K 0.02% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 630 $29.3K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 500 $23.3K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 500 $23.3K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 439 $20.4K <0.01% -33 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 305 $14.2K <0.01% -11 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 175 $8.14K <0.01% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 168 $7.82K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 100 $4.65K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 64 $2.98K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 0 $29 <0.01% 0 13F-HR/A Timeline Group Amount filed as zero, left out of ratios.