OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,194,768 $44.2M 0.08% +1,136,445 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 410,150 $15.2M 0.02% -98,449 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 303,162 $11.2M <0.01% -32,856 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 241,119 $8.92M 0.65% new 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 199,272 $7.37M 0.84% +134,047 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 182,523 $6.75M 0.03% -20,144 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 171,813 $6.36M <0.01% -19,481 13F-HR/A Timeline Group MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 141,703 $5.24M 1.11% +2,844 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 136,075 $5.03M 0.17% -9,655 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 92,361 $3.42M 0.09% -81,962 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 67,100 $2.48M 0.32% 0 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 65,480 $2.42M 0.39% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 63,051 $2.33M <0.01% +6,807 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 52,606 $1.95M <0.01% +20,480 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 51,644 $1.91M 0.78% -5,545 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 45,833 $1.7M 1.27% -1,324 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 45,596 $1.69M <0.01% +993 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 43,362 $1.6M 0.02% +9,660 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 42,145 $1.56M 0.01% -2,120 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 41,989 $1.55M 0.89% +10,175 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 35,170 $1.3M 0.11% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 30,431 $1.13M <0.01% +28,779 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 30,255 $1.12M 0.18% +20,296 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 27,083 $1M 0.02% +3,176 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 22,648 $838K 0.05% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 22,166 $820K 0.01% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 18,285 $676K 0.01% 0 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 16,996 $629K <0.01% -4,613 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 15,801 $585K 0.17% +1,500 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 13,130 $486K 0.17% -5 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 12,868 $476K 0.16% new 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 12,761 $472K <0.01% -202 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,249 $460K 0.01% 0 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 11,247 $416K 0.31% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 10,733 $397K 0.03% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 10,579 $391K 0.09% -100 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 10,331 $382K 0.11% -185,000 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 10,083 $373K 0.04% +1,612 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 10,023 $371K <0.01% new 13F-HR Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 9,968 $369K 0.29% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,672 $358K 0.01% -533 13F-HR Timeline Group FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 9,319 $345K 0.12% 0 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 9,123 $345K 0.16% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,794 $325K 0.01% -99 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 8,540 $316K 0.16% +1,527 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,175 $302K 0.01% 0 13F-HR Timeline Group CROSSPOINT FINANCIAL, LLC More: the full row for CROSSPOINT FINANCIAL, LLC 8,000 $296K 0.79% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,365 $272K 0.02% -585 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 7,308 $270K 0.06% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 7,277 $269K <0.01% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 7,106 $264K 0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 7,045 $261K 0.04% -333 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 6,736 $249K 0.02% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 6,180 $229K 0.05% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 6,000 $222K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,171 $191K <0.01% -3,000 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 4,375 $162K 0.04% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,337 $160K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 4,173 $154K 0.19% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3,368 $125K 0.04% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3,152 $117K 0.03% +314 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,135 $116K <0.01% 0 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 3,060 $113K <0.01% -2,016 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,930 $108K <0.01% new 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,866 $106K <0.01% 0 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,590 $95.8K <0.01% -3,465 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,058 $76.1K 0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,796 $66.4K <0.01% new 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,770 $62.4K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,375 $51K 0.02% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,140 $42.2K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,135 $42K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 869 $32K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 708 $26.2K <0.01% -82 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 700 $25.9K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 679 $25.1K <0.01% -6 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 88 $3.26K <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.