FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 477,569 $22.1M 12.19% -10,661 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 345,612 $16M 0.02% +1,922 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 236,075 $10.9M <0.01% -34,204 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 212,402 $9.81M 2.43% +1,035 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 175,356 $8.1M 0.03% -4,929 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 165,949 $7.66M 0.72% -644 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 163,706 $7.56M 1.97% -35,089 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 162,323 $7.5M 0.11% -1,494 13F-HR Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 162,012 $7.48M 2.03% -527 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 141,069 $6.51M 0.02% +39,019 13F-HR Timeline Group Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 113,948 $5.26M 2.31% -12,550 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 107,535 $4.97M <0.01% +6 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 102,975 $4.76M 0.01% +31,045 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 88,841 $4.1M -4,749 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 88,246 $4.08M 0.01% -25,801 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 85,746 $3.96M 0.01% -925 13F-HR Timeline Group FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 79,558 $3.67M 1.43% -1,250 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 69,757 $3.21M 0.63% -29,996 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 63,843 $2.95M 0.26% -8 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 59,911 $2.77M -9,617 Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 47,868 $2.21M 0.22% -4,752 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 45,007 $2.08M 0.01% -4,978 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 42,340 $1.96M 0.34% -850 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 41,148 $1.9M 0.1% +88 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 37,113 $1.71M 0.01% -846 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 36,208 $1.67M 1.5% -9,167 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 29,707 $1.37M 0.29% 0 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 28,757 $1.33M 0.61% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 28,005 $1.29M <0.01% 0 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 35,523 $1.29M 0.1% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 27,065 $1.25M 0.45% -625 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 24,031 $1.11M 0.63% -1,629 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 23,921 $1.1M 0.07% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 22,710 $1.03M 0.09% +4,590 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 22,095 $1.02M 0.83% -350 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 22,086 $1.02M <0.01% new 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 21,441 $1.02M 0.02% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 21,232 $982K 0.03% +20,744 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 19,987 $923K 0.03% -633 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 19,386 $895K <0.01% +3,700 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 17,932 $828K 0.01% +13,449 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 17,648 $815K <0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 17,355 $801K 0.01% 0 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 17,211 $795K 0.35% -221,716 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 17,154 $792K 0.23% +3,613 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 16,589 $766K 0.05% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 16,506 $762K 0.02% -214 13F-HR/A Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 16,209 $749K 0.07% -6,615 13F-HR/A Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 14,763 $682K <0.01% -895 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 14,605 $674K 0.13% -3 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13,543 $625K <0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 13,184 $618K -2,982 Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 13,321 $615K 0.02% 0 13F-HR Timeline Group Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 13,249 $612K 0.17% -1,715 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 12,436 $574K 0.04% -3,266 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12,145 $561K 0.02% +890 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 11,841 $547K 0.17% -945 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 11,604 $536K <0.01% -79 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 11,403 $527K <0.01% -1,459 13F-HR Timeline Group WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 10,938 $505K 0.49% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 10,625 $491K 0.02% -1,039 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 10,617 $490K 0.04% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 10,285 $475K <0.01% -4,767 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 10,214 $472K 0.03% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,711 $448K <0.01% -1,150 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,679 $447K 0.02% -416 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 9,229 $426K 0.17% 0 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 8,512 $393K 0.1% 0 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,374 $387K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 8,181 $378K 0.03% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,083 $373K 0.02% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,683 $355K 0.01% -12,288 13F-HR Timeline Group BLACK POINT WEALTH MANAGEMENT More: the full row for BLACK POINT WEALTH MANAGEMENT 7,470 $345K 2% -11,105 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 6,035 $279K 0.09% 0 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 5,644 $261K 0.29% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 5,423 $250K <0.01% new 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,300 $245K <0.01% -200 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 5,197 $240K <0.01% +4,837 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,180 $239K 0.02% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,949 $229K 0.01% -2,167 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 4,925 $228K 0.22% +743 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,901 $226K <0.01% -4 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 4,864 $225K 0.03% 0 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 4,849 $224K 0.18% -89 13F-HR/A Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,840 $224K 0.01% -7,175 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 4,665 $215K 0.02% -3,282 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 4,646 $215K <0.01% -20,139 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 3,562 $164K 0.22% +1,161 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,120 $144K <0.01% -26 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,998 $138K <0.01% -1,303 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 2,964 $137K 0.04% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,402 $111K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,367 $109K 0.01% +2,365 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,000 $92.4K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,626 $75.1K 0.01% -813 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,598 $73.8K <0.01% -2,617 13F-HR/A Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,403 $64.8K <0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,142 $52.7K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,003 $45.4K <0.01% +444 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 900 $41.6K 0.04% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 535 $24.7K 0.02% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 498 $23K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 337 $15.6K <0.01% new 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 264 $11.2K <0.01% new 13F-HR Timeline Group WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 64 $2.96K <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -17,379 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.