Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 363,078 $15.3M 4.26% +30,349 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 263,569 $11.1M <0.01% +4,263 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 226,466 $9.56M 0.02% +203,740 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 202,504 $8.55M -21,977 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 190,909 $8.06M 0.02% +77,291 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 154,556 $6.52M 0.02% +42,616 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 144,174 $6.08M 0.02% -29,789 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 135,865 $5.73M 0.08% +16,225 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 133,317 $5.63M 0.01% -28,081 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 121,901 $5.14M 1.39% +6,063 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 118,220 $4.99M 0.47% +8,183 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 114,785 $4.84M 0.07% +95,841 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 108,815 $4.59M 1.14% +3,815 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 108,671 $4.59M 0.01% -12,026 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 106,709 $4.5M -2,969 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 99,086 $4.18M <0.01% +95,855 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 98,868 $4.17M 0.79% +650 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 93,381 $3.94M 0.02% -43,728 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 91,370 $3.86M 0.02% -2,202 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 79,250 $3.34M 0.1% -5,763 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 66,520 $2.81M 0.28% -12,411 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 65,838 $2.78M <0.01% +2,477 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 50,656 $2.14M 1.21% -2,249 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 50,307 $2.12M <0.01% -6,137 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 48,338 $2.04M <0.01% -3,330 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 47,472 $2M 0.17% +484 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 44,823 $1.89M 0.01% +3,333 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 38,105 $1.61M 1.23% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 36,003 $1.52M 0.08% +30,938 13F-HR/A Timeline Group 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 33,913 $1.43M 0.08% +25 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 33,000 $1.39M 0.24% 0 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 31,860 $1.34M 0.9% -5,673 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 30,859 $1.3M 0.6% -1,358 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 27,853 $1.18M 0.54% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 26,727 $1.13M 0.07% +1,636 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 25,690 $1.08M <0.01% +1,490 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 23,695 $1000K <0.01% +177 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 21,813 $921K <0.01% -11,348 13F-HR Timeline Group Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 21,787 $919K 0.26% +2,482 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 20,756 $876K 0.01% -4,221 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 20,300 $857K 0.33% +3,215 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 19,363 $828K -2,843 Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 19,436 $820K 0.96% -1,130 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 19,145 $808K 0.02% +46 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 18,770 $792K 0.01% -23,903 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 18,705 $789K 0.23% +3,811 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 18,217 $761K 0.06% +5,558 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 17,942 $756K 0.15% +6,160 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 17,353 $732K <0.01% +16,168 13F-HR Timeline Group LM Advisors LLC More: the full row for LM Advisors LLC 16,313 $688K 0.12% +2,000 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 16,237 $685K <0.01% -1,398 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 15,547 $656K 0.01% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 14,600 $616K 0.01% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13,988 $590K <0.01% +2,876 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 13,580 $573K 0.04% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 13,235 $559K 0.02% +986 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 13,152 $555K 0.06% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 12,627 $533K 0.06% -3,747 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 12,089 $510K 0.49% -52 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 11,650 $492K 0.01% +2,159 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,887 $459K 0.02% -9 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,841 $459K 0.01% new 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 10,609 $448K 0.3% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 10,475 $442K 0.05% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 10,179 $430K 0.07% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 9,828 $415K 0.03% -1,800 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 9,270 $391K 0.08% +145 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 9,259 $391K 0.01% -590 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 9,237 $390K 0.12% -635 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 8,830 $373K 0.01% new 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 8,686 $367K <0.01% 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 DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 7,941 $335K 0.13% -479 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 7,902 $333K 0.21% +517 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,867 $332K 0.01% +640 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 7,817 $330K 0.27% -743 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,785 $329K 0.01% 0 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 7,731 $326K <0.01% -2,369 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 7,213 $304K 0.01% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 7,198 $304K 0.04% -1,250 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 7,123 $301K 0.33% -209 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 6,574 $277K 0.04% -63 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,567 $277K <0.01% -7,458 13F-HR Timeline Group ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 6,503 $275K 0.27% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,348 $268K 0.02% +1,053 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,308 $266K <0.01% +1,004 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 6,198 $262K 0.27% -20,647 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 6,164 $260K 0.16% -212 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,212 $260K 0.01% +498 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,985 $253K 0.01% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,720 $241K 0.03% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,533 $233K 0.01% -800 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 5,210 $220K 0.03% 0 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 5,204 $220K 0.19% new 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 5,106 $215K 0.06% -48 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 4,890 $206K 0.06% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 4,750 $200K 0.06% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,639 $196K <0.01% -282 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,527 $191K <0.01% +3,173 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,036 $170K 0.02% +1,000 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 3,474 $147K <0.01% +2,034 13F-HR/A Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,737 $115K 0.01% +2,735 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,645 $112K <0.01% -519 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 2,568 $108K 0.05% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,600 $67.5K 0.01% +400 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,459 $61.6K 0.04% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,440 $60.8K 0.03% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,190 $50.2K 0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 976 $41.2K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 715 $30.2K 0.04% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 589 $24.9K 0.02% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 550 $23.2K 0.02% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 517 $21.8K 0.02% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 291 $11.3K <0.01% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 229 $9.66K <0.01% new 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 25 $1.05K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 17 $717 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -31,619 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.