TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,242,612 $55.7M 0.08% +1,194,274 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 371,653 $16.7M 4.29% +8,575 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 328,014 $14.7M 0.2% +192,149 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 260,316 $11.7M <0.01% -3,253 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 222,233 $9.96M <0.01% +19,729 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 205,324 $9.21M 0.02% +50,768 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 176,297 $7.91M 0.01% -14,612 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 154,455 $6.93M 0.01% +21,138 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 131,297 $5.81M 0.01% +22,626 13F-HR/A Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 126,502 $5.67M 1.37% +4,601 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 125,890 $5.64M 0.45% +7,670 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 121,610 $5.45M 1.28% +12,795 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 115,269 $5.17M 0.07% +484 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 114,982 $5.16M +8,273 Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 112,928 $5.06M 0.13% +33,678 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 102,456 $4.59M 0.02% +9,075 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 101,039 $4.53M 0.76% +2,171 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 96,290 $4.32M <0.01% +30,452 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 94,460 $4.24M 0.01% -49,714 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 88,154 $3.95M 0.02% -3,216 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 84,496 $3.79M 0.36% +71,869 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 75,029 $3.36M 0.01% +30,206 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 59,083 $2.65M <0.01% +8,776 13F-HR/A Timeline Group Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 57,127 $2.56M 1.31% +6,471 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 54,819 $2.46M 0.38% +44,640 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 47,472 $2.13M 0.15% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 47,210 $2.12M 0.2% -19,310 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 39,538 $1.77M 0.09% +3,535 13F-HR Timeline Group Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 38,105 $1.71M 1.28% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 33,219 $1.49M 0.08% -694 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 33,000 $1.48M 0.21% 0 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 31,734 $1.42M 1.08% +12,298 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 30,372 $1.36M 0.91% -1,488 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 29,370 $1.32M 0.29% +7,583 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 27,765 $1.24M 0.51% -88 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 26,727 $1.2M 0.07% 0 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 26,365 $1.18M 0.47% -4,494 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 23,353 $1.05M <0.01% -342 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 22,915 $1.03M <0.01% -2,775 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 22,622 $1.01M <0.01% +809 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 22,198 $995K 0.03% +14,331 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 21,513 $965K 0.34% +1,213 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 19,822 $889K 0.07% +1,605 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 19,113 $862K 0.15% +1,171 13F-HR/A Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 18,770 $842K 0.02% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 18,136 $813K 0.01% -2,620 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 17,740 $795K 0.21% -965 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 17,547 $787K 0.01% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 17,066 $765K 0.02% -2,079 13F-HR Timeline Group LM Advisors LLC More: the full row for LM Advisors LLC 16,313 $731K 0.09% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 16,104 $722K <0.01% -133 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 15,547 $697K 0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 14,728 $660K -4,635 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 14,599 $657K <0.01% +611 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 14,600 $655K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 14,173 $636K 0.03% +938 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 13,580 $609K 0.04% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 13,152 $590K 0.06% 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. 12,872 $577K <0.01% -4,481 13F-HR Timeline Group Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 12,440 $558K 0.46% +351 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 11,815 $530K <0.01% +165 13F-HR Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 10,839 $486K 0.31% +230 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,582 $474K 0.04% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,542 $473K 0.01% -299 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 10,129 $454K 0.01% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 9,926 $445K 0.03% +98 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 9,584 $430K 0.02% -1,303 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,294 $417K 0.04% -1,181 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 9,241 $414K 0.08% -29 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 9,237 $414K 0.13% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 9,204 $413K 0.01% +1,991 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 8,830 $396K 0.01% 0 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 8,686 $389K <0.01% 0 13F-HR/A Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 8,531 $383K 0.01% +1,964 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 8,341 $374K <0.01% new 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 8,077 $362K <0.01% +1,769 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 7,966 $357K <0.01% +235 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 7,870 $353K 0.13% -71 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,785 $349K 0.01% 0 13F-HR Timeline Group ERn Financial, LLC More: the full row for ERn Financial, LLC 7,717 $346K 0.07% +1,143 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 7,468 $335K 0.01% -400 13F-HR Timeline Group Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 7,333 $329K 0.24% -484 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 7,291 $327K <0.01% new 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 7,198 $323K 0.04% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,183 $322K <0.01% +2,544 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 7,123 $319K 0.31% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 7,073 $317K 0.19% -829 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 6,598 $296K 0.16% +434 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,348 $285K 0.02% 0 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 6,319 $283K 0.24% +121 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,212 $282K 0.01% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,985 $268K 0.01% 0 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 5,905 $267K 0.23% -598 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 5,821 $261K 0.04% new 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 5,757 $258K 0.04% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,701 $256K <0.01% -220,765 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,499 $247K <0.01% -34 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 5,204 $233K 0.18% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 4,890 $219K 0.06% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 4,750 $213K 0.06% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,481 $201K 0.03% new 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 4,466 $200K <0.01% +992 13F-HR/A Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 3,856 $173K 0.13% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,037 $136K <0.01% +392 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,036 $131K 0.01% -1,000 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,725 $122K <0.01% -96,361 13F-HR Timeline Group Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 2,568 $115K 0.05% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,284 $102K <0.01% -2,243 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,274 $101K 0.01% -463 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,658 $74K 0.02% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,600 $71.7K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,459 $65.4K 0.03% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,440 $64.6K 0.03% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,190 $53.4K 0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,185 $53.1K 0.02% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 906 $41.3K 0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 715 $32.1K 0.04% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 589 $26.4K 0.02% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 550 $24.7K 0.02% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 517 $23.2K 0.02% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 454 $20.4K 0.01% new 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 200 $8.97K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 17 $762 <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.