Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 241,169 $9.54M 4.15% +102,061 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 218,660 $8.65M 0.04% -1,868 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 214,089 $8.47M 0.01% -908 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 185,896 $7.36M 2.21% +157,432 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 103,037 $4.08M 0.01% +28,258 13F-HR/A Timeline Group HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 94,420 $3.74M 3.09% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 92,282 $3.65M <0.01% -84,323 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 83,599 $3.31M 0.01% +11,940 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 83,528 $3.31M 0.01% -74,643 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 80,785 $3.2M <0.01% -27,058 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 50,931 $2.02M 0.16% -18,837 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 48,762 $1.93M 0.41% -32,144 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 45,901 $1.82M <0.01% +45,360 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 43,403 $1.73M 0.3% -560 13F-HR/A Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 41,980 $1.66M 0.38% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 41,475 $1.64M 0.12% +3,219 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 40,602 $1.61M 0.04% +2,278 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 38,126 $1.51M 0.43% +19,932 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 37,299 $1.48M 0.75% +3,463 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 36,112 $1.45M 0.04% -400 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 36,152 $1.43M 0.65% -2,587 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 34,442 $1.36M 0.11% +672 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 33,395 $1.32M 0.31% +679 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 30,726 $1.22M 0.06% -6,569 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 28,201 $1.12M <0.01% +6,999 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 26,115 $1.03M 0.16% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 26,000 $1.03M <0.01% -1,262 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 24,570 $972K 0.09% new 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 24,379 $965K 0.24% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 24,192 $957K <0.01% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 23,566 $933K <0.01% +17,104 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 23,312 $922K 0.02% 0 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 21,132 $836K 0.38% +11,730 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 20,277 $802K 0.02% new 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 20,060 $794K 0.49% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 18,730 $741K 0.04% 0 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 18,634 $737K 0.26% -1,573 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 18,331 $725K 0.02% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 16,501 $653K 0.01% +2,644 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 15,165 $600K <0.01% +1,324 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 15,001 $594K <0.01% +529 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,065 $557K 0.01% -564 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 13,691 $542K 0.08% +5,025 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 13,665 $541K 0.01% new 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 13,417 $531K 0.4% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 13,334 $528K 0.04% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 12,148 $481K 0.18% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 11,219 $444K 0.02% -3,714 13F-HR Timeline Group Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 10,963 $434K 0.32% -1,859 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,957 $434K <0.01% new 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 10,736 $424K 0.13% -7,976 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 10,669 $407K 0.04% +375 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 10,240 $405K 0.01% 0 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 10,018 $396K 0.27% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 10,000 $396K 0.04% 0 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 9,732 $385K 0.29% -16 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 9,710 $384K <0.01% -505 13F-HR/A Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,501 $376K <0.01% new 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 9,220 $365K <0.01% +205 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,618 $341K 0.01% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 8,386 $332K <0.01% -2,648 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 8,263 $327K <0.01% -461 13F-HR/A Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 8,207 $325K <0.01% +2,583 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 8,104 $321K 0.02% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 7,978 $316K 0.02% 0 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 7,965 $315K 0.19% +1,570 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 7,960 $315K 0.03% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 6,900 $273K <0.01% +475 13F-HR Timeline Group ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 6,569 $262K 0.23% -823 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 6,511 $258K 0.19% -175 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 6,478 $256K 0.14% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 6,338 $251K 0.03% -2 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,315 $250K 0.01% -31,852 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 6,305 $249K <0.01% -255 13F-HR/A Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 6,255 $248K 0.06% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 6,249 $247K 0.02% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 6,113 $242K 0.02% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,070 $240K 0.05% new 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 5,689 $225K 0.01% 0 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 5,277 $209K 0.09% new 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 5,245 $208K 0.01% new 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 5,241 $207K 0.08% new 13F-HR/A Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 5,179 $205K 0.14% -500 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 5,089 $201K <0.01% new 13F-HR/A Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,457 $176K 0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,005 $158K <0.01% new 13F-HR Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 2,360 $93.4K 0.02% -90 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 2,200 $87.1K 0.11% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,642 $65K <0.01% -3,110 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,327 $52.5K <0.01% -2,726 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,324 $52.4K <0.01% +127 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,010 $40K 0.02% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 873 $34.5K 0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 608 $24.1K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 596 $23K <0.01% -537 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 457 $18.1K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 288 $11.4K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 70 $2.77K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 14 $554 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.