COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 6,132,731 $30.6M 0.04% -34,377 13F-HR Timeline RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 5,444,012 $27.2M 1.29% +1,435,590 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 4,848,488 $24.2M 4.48% +1,373,833 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 4,309,448 $21.5M 0.41% +425,727 13F-HR Timeline Group Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 3,921,573 $19.6M 6.01% +241,638 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,930,706 $14.6M <0.01% +1,412,210 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,629,317 $13.1M 0.03% -1,181,495 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,487,020 $12.4M <0.01% +274,075 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,274,969 $11.4M <0.01% -17,828 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,160,222 $10.8M 0.19% +1,058,219 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,141,154 $10.7M 0.01% -123,509 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,134,937 $10.7M 0.03% +106,611 13F-HR Timeline Group VISTA FINANCE, LLC More: the full row for VISTA FINANCE, LLC 1,947,884 $9.72M 5.43% -44,259 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,938,862 $9.67M 0.01% +355,715 13F-HR Timeline Group Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 1,662,945 $8.3M 0.03% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Matisse Capital More: the full row for Matisse Capital 1,245,000 $6.21M 2.49% +111,000 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,162,973 $5.8M 0.06% +14,416 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,138,698 $5.68M 0.01% +29,947 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,120,115 $5.59M 0.1% +304,604 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 982,238 $4.9M <0.01% +29,709 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 980,930 $4.89M 0.03% +967,331 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 921,127 $4.6M 0.7% +29,625 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 829,494 $4.15M 0.2% +363,265 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 799,563 $3.99M 0.06% +15,001 13F-HR Timeline ABSOLUTE INVESTMENT ADVISERS, LLC More: the full row for ABSOLUTE INVESTMENT ADVISERS, LLC 552,067 $2.75M 0.27% -6,619 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 499,137 $2.49M 1.14% +67,223 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 487,964 $2.43M 1.07% +56,109 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 477,739 $2.38M 0.03% -32,780 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 416,357 $2.05M 0.01% -88,972 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 405,960 $2.03M <0.01% -96,594 13F-HR Timeline Group RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 384,875 $1.92M 0.05% -414 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 366,595 $1.83M 0.02% -32,382 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 349,900 $1.75M 0.96% -12,715 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 348,260 $1.74M 0.18% -390,944 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 345,486 $1.72M 0.01% -132,532 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 324,573 $1.62M 0.08% -51,226 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 287,557 $1.43M 1.3% +12,197 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 268,820 $1.34M 0.01% +30,812 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 242,291 $1.21M 1.18% -21,931 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 231,252 $1.15M <0.01% +94,530 13F-HR Timeline Group Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 222,526 $1.11M 0.69% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 218,922 $1.09M 0.17% -2,625 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 200,225 $999K <0.01% +142,934 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 180,723 $902K <0.01% +15,507 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 177,973 $888K 0.01% +48,371 13F-HR Timeline Group Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 177,456 $886K 0.73% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 176,277 $880K 0.01% -161,054 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 169,833 $847K 0.01% +1,285 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 166,680 $832K 0.04% +32,556 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 163,877 $818K 0.1% +72,880 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 163,415 $816K <0.01% -8,173 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 163,093 $814K 0.03% -3,571 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 158,917 $793K 0.07% +5,643 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 158,167 $789K <0.01% +111,454 13F-HR Timeline Group Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 155,743 $777K 0.34% +130,210 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 152,548 $761K <0.01% +75,132 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 149,624 $747K 0.05% -20,245 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 147,807 $738K <0.01% +17,947 13F-HR/A Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 140,543 $701K 0.01% -5,767 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 138,425 $691K <0.01% +61,873 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 138,954 $678K <0.01% -7,586 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 129,190 $645K 0.12% -5,467 13F-HR/A Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 127,798 $638K <0.01% +23,000 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 125,385 $626K 0.01% -3,438,146 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 124,102 $619K <0.01% -16,594 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 122,985 $614K 0.01% +89,985 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 122,246 $610K 0.01% new 13F-HR Timeline ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 120,750 $603K 0.27% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 120,087 $599K 0.03% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 116,175 $580K 0.05% -7,372 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 115,083 $574K <0.01% -20,297 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 114,888 $573K 0.05% -10,340 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 98,641 $492K <0.01% -242,028 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 98,525 $492K <0.01% +1,585 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 98,343 $491K 0.01% +9,616 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 97,041 $484K 0.01% -10,285 13F-HR Timeline Group Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 96,005 $479K 0.11% +4,128 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 95,000 $474K <0.01% new 13F-HR/A Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 91,565 $457K 0.02% -210,037 13F-HR Timeline North Ground Capital More: the full row for North Ground Capital 89,600 $447K 0.54% -435,400 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 89,505 $447K <0.01% -4,594 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 86,806 $433K 0.16% -7,427 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 82,406 $411K 0.03% +19,191 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 81,959 $409K 0.01% -19,974 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 76,887 $384K 0.06% -49,340 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 72,712 $363K 0.06% -1,683 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 72,321 $361K 0.04% +9,344 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 67,749 $338K 0.02% -1,249 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 65,720 $328K 0.14% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 63,962 $319K 0.08% -2,973 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 62,933 $314K 0.03% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 62,863 $314K <0.01% +13,799 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 62,601 $312K 0.01% -3,985 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 58,764 $293K 0.13% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 58,462 $292K <0.01% -35,103 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 58,147 $290K <0.01% +2,439 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 57,636 $288K 0.01% -1,100 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 57,532 $287K 0.04% 0 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 57,475 $287K 0.05% -6,276 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 56,554 $282K 0.01% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 56,031 $280K <0.01% -3,297 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 55,217 $276K 0.01% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 54,319 $271K 0.01% -22,600 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 52,054 $260K 0.16% -22,600 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 50,108 $250K <0.01% +12,507 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 49,673 $248K <0.01% -890 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 49,199 $246K 0.01% -17,175 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 48,532 $242K 0.01% -28,686 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 47,689 $238K <0.01% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 47,303 $236K 0.01% -2,754 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 46,446 $232K 0.09% 0 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 45,766 $228K 0.04% -1,923 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 43,355 $216K 0.05% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 43,478 $210K 0.01% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 41,939 $209K 0.01% -1,000 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 41,670 $208K <0.01% -14,305 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 40,738 $203K <0.01% -6,874 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 40,122 $200K <0.01% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 39,686 $198K 0.03% -23,625 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 38,062 $190K 0.08% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 37,951 $189K <0.01% +12,401 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 37,498 $187K 0.03% 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 37,361 $186K <0.01% -2,658 13F-HR Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 33,537 $167K 0.04% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 33,080 $165K 0.01% -33,669 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 32,781 $164K 0.01% +318 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 31,149 $155K 0.01% +1,046 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 31,112 $153K new Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 30,609 $153K 0.05% -655 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 30,288 $151K 0.03% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 29,974 $150K 0.01% 0 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 29,614 $148K 0.22% +993 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 29,398 $147K <0.01% +2,501 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 29,089 $145K <0.01% +7,287 13F-HR/A Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 28,700 $143K 0.03% -100 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 28,411 $142K 0.01% -61,726 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 28,356 $141K 0.03% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 28,203 $141K 0.01% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 27,214 $136K <0.01% new 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 27,153 $135K 0.06% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 26,937 $134K 0.01% -16,000 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 26,570 $133K <0.01% +242 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 25,967 $132K <0.01% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 26,363 $132K <0.01% 0 13F-HR Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 25,972 $130K 0.03% +67 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 25,549 $127K <0.01% +240 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 25,536 $127K <0.01% +3,978 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 25,178 $126K 0.01% +103 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 24,655 $123K 0.03% +555 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 24,249 $121K <0.01% +6,779 13F-HR Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 23,873 $119K 0.03% +225 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 23,872 $119K <0.01% +594 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 22,789 $114K <0.01% +8,018 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 22,682 $113K 0.07% -29,449 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 22,500 $112K 0.1% 0 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 21,663 $108K 0.04% 0 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 21,626 $108K 0.04% 0 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 21,626 $108K 0.04% new 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 22,577 $107K 0.07% +757 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 10,094 $107K 0.01% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 21,414 $107K 0.01% -7,167 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 21,195 $106K 0.02% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 20,964 $105K <0.01% 0 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 20,076 $102K <0.01% new 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 20,268 $101K 0.06% -5,540 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 20,228 $101K <0.01% +948 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 20,082 $100K <0.01% 0 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 19,905 $99.3K 0.01% -5,040 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 19,875 $99.2K <0.01% -6,362 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. 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More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 18,233 $91K <0.01% -20,985 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 18,224 $90.9K 0.03% +1,231 13F-HR Timeline Group NOMURA HOLDINGS INC in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA HOLDINGS INC 18,112 $90.4K <0.01% -6,888 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 18,083 $90.2K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 18,062 $90.1K <0.01% 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 17,823 $88.9K 0.03% +493 13F-HR Timeline AMERIFLEX GROUP, INC. 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