Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 610,917 $22M 8.17% -3,052 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 510,111 $18.3M 0.01% -26,314 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 365,990 $13.2M -2,217 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 245,202 $8.81M 0.02% +63,558 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 228,633 $8.22M 0.01% -2,317 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 216,410 $7.78M 2.52% -2,478 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 208,865 $7.51M +1,081 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 196,150 $7.05M 0.02% -63,869 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 189,539 $6.81M 0.01% -100,107 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 166,158 $5.97M 0.07% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 161,411 $5.8M <0.01% +12,513 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 154,849 $5.57M 0.22% -108,480 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 138,156 $4.97M 0.16% -11,477 13F-HR Timeline Group Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 95,799 $3.44M 2.63% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 93,387 $3.36M 0.01% -702 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 81,780 $2.94M 0.04% -7,900 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 58,483 $2.1M 0.19% -925 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 47,275 $1.7M 0.24% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 43,942 $1.58M <0.01% +473 13F-HR Timeline Group Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 40,950 $1.47M 1.41% -224 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 36,285 $1.3M 0.01% -4,705 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 36,189 $1.3M 0.02% -2,661 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 35,804 $1.29M 0.04% -307,505 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 34,259 $1.23M <0.01% +8,625 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 34,000 $1.22M 0.11% 0 13F-HR/A Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 29,127 $1.05M 0.71% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 28,328 $1.01M 0.09% +13,703 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 27,300 $981K 0.28% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 25,018 $899K <0.01% -17,673 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 24,226 $871K 0.04% -15,854 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 22,282 $801K 0.02% 0 13F-HR Timeline Group Diligent Investors, LLC More: the full row for Diligent Investors, LLC 21,065 $757K 0.18% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 20,804 $748K 0.33% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 19,826 $713K 0.03% -1,755 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 19,797 $712K 0.4% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 18,654 $671K <0.01% -238,130 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 16,623 $598K 0.01% -1,261 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 16,400 $590K 0.14% 0 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 16,067 $578K 0.01% -18,223 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 15,768 $567K 0.15% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 14,600 $525K 0.01% -785 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 14,600 $525K 0.04% -785 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 14,390 $517K 0.28% 0 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 14,314 $515K 0.13% +89 13F-HR Timeline Group UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 14,095 $507K 0.17% -286 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 13,825 $498K 0.1% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,967 $394K <0.01% -250 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 10,876 $391K 0.13% -13,901 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 10,712 $385K <0.01% -1,065 13F-HR/A Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 10,434 $375K 0.04% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 10,234 $368K <0.01% 0 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 9,849 $354K 0.14% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,650 $347K 0.01% -1,974 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 9,602 $345K 0.28% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,070 $326K 0.1% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 8,894 $320K 0.03% -2,414 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 8,894 $320K 0.08% -38 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 8,815 $317K 0.09% -180 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,591 $309K 0.01% +1,458 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 8,550 $307K 0.17% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 8,435 $303K 0.04% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7,791 $280K 0.01% -183 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,418 $267K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 7,348 $264K 0.11% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,200 $259K 0.01% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,774 $244K <0.01% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,418 $231K <0.01% -1,208 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,389 $230K 0.01% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,180 $222K <0.01% new 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 5,800 $208K 0.02% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 5,759 $207K <0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,678 $204K 0.01% -1,949 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 5,650 $204K 0.05% -2,500 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 5,563 $200K <0.01% +4,106 13F-HR/A Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 4,688 $169K 0.22% -304 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,433 $159K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,227 $152K <0.01% -7,773 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,389 $122K <0.01% -1,286 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,184 $78.5K 0.02% -2,950 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,016 $72K <0.01% 0 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,886 $67.8K <0.01% new 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,750 $62.9K 0.06% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,630 $58.6K <0.01% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,606 $57.7K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,102 $39.6K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,100 $39.5K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 950 $34.2K 0.02% -550 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 807 $29K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 679 $24.5K <0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 400 $14.7K <0.01% 0 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 275 $9.89K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 30 $1.08K <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 16 $575 <0.01% 0 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -82,802 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.