Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 332,729 $14.4M 4.13% -4,648 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 259,306 $11.2M <0.01% 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 224,481 $9.71M -274,524 Timeline Sterling Manor Financial, LLC More: the full row for Sterling Manor Financial, LLC 185,939 $8.05M 5.61% -1,033 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 173,963 $7.53M 0.03% -23,593 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 161,398 $6.98M 0.01% -31,650 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 137,109 $5.93M 0.02% -7,520 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 120,697 $5.22M 0.01% -24,092 13F-HR/A Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 119,640 $5.18M 0.07% -404 13F-HR Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 115,838 $5.01M 1.33% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 113,618 $4.92M 0.01% -190,043 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 112,308 $4.86M 1.48% -19,901 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 111,940 $4.84M 0.01% +39,261 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 110,037 $4.76M 0.58% 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 109,678 $4.75M +2,284 Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 105,000 $4.54M 1.13% -2,822 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 98,218 $4.25M 0.81% -4,073 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 93,572 $4.05M 0.02% -8,725 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 85,013 $3.68M 0.11% -7,998 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 78,931 $3.42M 0.34% -9,398 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 63,361 $2.74M <0.01% -1,677 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 56,444 $2.44M <0.01% -4,373 13F-HR Timeline Group LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 55,609 $2.41M 1.6% 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 52,905 $2.29M 1.32% -1,397 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 51,668 $2.24M <0.01% -2,071 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 50,035 $2.17M 0.11% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 46,988 $2.03M 0.2% -104 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 42,673 $1.85M 0.02% -2,476 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 41,490 $1.79M 0.01% -2,784 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 38,105 $1.65M 1.27% 0 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 37,533 $1.62M 1.07% -50,687 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 33,888 $1.47M 0.08% -108 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 33,161 $1.43M <0.01% +6,780 13F-HR Timeline Group Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 33,000 $1.43M 0.18% 0 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 32,217 $1.39M 0.64% +1,734 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 31,619 $1.39M 0.08% -658 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 29,457 $1.27M 0.02% new 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 27,853 $1.21M 0.55% 0 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 26,845 $1.16M 1.18% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 25,091 $1.09M 0.07% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 24,977 $1.08M 0.01% +4,787 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 24,200 $1.05M <0.01% -7,350 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 23,518 $1.02M <0.01% -5,491 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 22,726 $983K <0.01% +9,357 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 22,206 $961K +84 Timeline McCarthy & Cox More: the full row for McCarthy & Cox 20,642 $893K 0.31% 0 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 20,566 $890K 0.69% -680 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 19,305 $835K 0.2% -127 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 19,099 $826K 0.03% -155,370 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 18,944 $820K 0.01% +894 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 17,635 $763K <0.01% -2,331 13F-HR Timeline Group FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 17,085 $739K 0.3% -38,050 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 16,374 $709K 0.08% -1,082 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 15,547 $673K 0.01% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 14,894 $644K 0.18% +4,105 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 14,600 $632K 0.01% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 14,313 $619K 0.11% +998 13F-HR/A Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 14,025 $607K 0.01% +4,392 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 13,580 $588K 0.04% -400 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 13,152 $569K 0.06% -48 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 12,659 $548K 0.05% +4,946 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12,249 $530K 0.02% +1,443 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 12,141 $525K 0.49% 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 11,782 $512K 0.11% -96,800 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 11,628 $503K 0.04% -3,982 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 11,383 $493K 0.03% +350 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,112 $481K <0.01% new 13F-HR/A Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,896 $471K 0.02% new 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 10,609 $458K 0.25% -1 13F-HR/A Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 10,100 $437K <0.01% -12,616 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 9,872 $427K 0.14% -593 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 9,849 $426K 0.01% -500 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 9,491 $411K <0.01% -2,050 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 9,214 $399K 0.03% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 9,125 $395K 0.07% 0 13F-HR/A Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 8,907 $385K 0.08% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 8,686 $376K <0.01% 0 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 8,560 $370K 0.41% 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 8,448 $366K 0.05% 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 8,420 $364K 0.14% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 7,868 $340K 0.01% 0 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,785 $337K 0.01% 0 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 7,429 $321K <0.01% +837 13F-HR Timeline Group Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 7,385 $320K 0.34% -823 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 7,332 $317K 0.35% 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,227 $313K 0.01% -386 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 7,213 $312K 0.01% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 7,034 $304K <0.01% new 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 6,637 $287K 0.04% -1,067 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 6,503 $286K 0.28% -351 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 6,376 $276K 0.16% -2,364 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,333 $274K 0.01% +356 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,985 $259K 0.01% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,714 $249K 0.01% -1,200 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,720 $248K 0.03% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,304 $234K <0.01% -4,019 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,295 $229K 0.01% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 5,210 $225K 0.02% -2,021 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 5,154 $223K 0.05% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,065 $219K 0.01% -695 13F-HR/A Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,921 $213K <0.01% -501 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 4,890 $212K 0.07% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 4,750 $206K 0.11% -2,700 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,231 $140K <0.01% +1,911 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,164 $137K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,036 $132K 0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,459 $63.1K 0.02% new 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,440 $62.3K <0.01% -288 13F-HR/A Timeline Group Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,440 $62.3K 0.03% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,354 $58.6K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,200 $51.9K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,185 $51.3K <0.01% -53 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,173 $50.8K <0.01% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 843 $36.5K <0.01% new 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 589 $25.5K 0.02% 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 562 $24.3K <0.01% 0 13F-HR/A Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 550 $23.8K 0.02% 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 517 $22.4K 0.02% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 437 $19K <0.01% 0 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 183 $7.92K <0.01% -3,120 13F-HR Timeline Group NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 93 $4.02K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 25 $1.08K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 17 $736 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2 $124 0.01% -4,384 13F-HR Timeline