ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,061,328 $41.1M +695,338 Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 621,330 $24M 8.1% +10,413 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 480,610 $18.6M 0.01% -29,501 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 259,285 $10M <0.01% +97,874 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 216,630 $8.38M +7,765 Timeline DAGCO, INC. More: the full row for DAGCO, INC. 206,708 $8M 2.23% -9,702 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 206,463 $7.99M 0.01% -22,170 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 202,263 $7.83M 0.01% -42,939 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 190,892 $7.39M 0.01% +1,353 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 184,951 $7.16M 0.01% -11,199 13F-HR/A Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 166,158 $6.43M 0.06% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 151,772 $5.87M 1.61% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 135,920 $5.26M 0.18% -18,929 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 92,247 $3.57M 2.67% -3,552 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 92,119 $3.56M 0.01% -1,268 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 59,408 $2.18M 0.19% +925 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 47,075 $1.82M 0.24% -200 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 42,235 $1.63M 1.35% +1,285 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 34,067 $1.32M 0.04% +18,000 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 34,031 $1.32M 0.01% -2,254 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 34,000 $1.32M 0.11% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 29,127 $1.13M 0.7% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 27,300 $1.06M 0.27% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 26,383 $1.02M <0.01% +7,729 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 25,018 $968K <0.01% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 22,320 $864K 0.02% +38 13F-HR Timeline Group Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 21,271 $823K 0.42% +1,474 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 21,065 $815K 0.19% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 19,826 $767K 0.03% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 15,768 $610K 0.15% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 14,305 $553K 0.01% -67,475 13F-HR Timeline Group UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 14,095 $545K 0.16% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 13,825 $543K 0.09% 0 13F-HR/A Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 13,865 $536K 0.28% -525 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 13,805 $534K 0.04% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 12,958 $501K 0.15% +2,082 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 12,947 $501K 0.21% -7,857 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,393 $490K 0.01% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,576 $487K <0.01% -31,366 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 11,654 $451K 0.01% -126,502 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 10,712 $414K <0.01% 0 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 10,434 $404K 0.04% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,956 $385K <0.01% -278 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 9,849 $381K 0.14% 0 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 9,602 $372K 0.28% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 9,000 $348K <0.01% -5,600 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 9,000 $348K 0.02% -5,600 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 8,894 $344K 0.03% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 8,894 $344K 0.08% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 8,815 $341K 0.09% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 8,600 $333K 0.01% -15,626 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 8,555 $331K 0.17% +5 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,471 $328K <0.01% -2,496 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,457 $327K 0.01% -134 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 8,435 $326K 0.04% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 8,396 $325K 0.11% new 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 8,200 $317K 0.07% -8,200 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 8,194 $317K <0.01% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7,791 $301K 0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 7,740 $299K 0.09% new 13F-HR/A Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,418 $293K 0.01% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,200 $279K 0.01% 0 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 7,020 $272K 0.07% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,774 $262K <0.01% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 6,525 $254K 0.01% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,418 $248K <0.01% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,389 $247K 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 5,980 $231K <0.01% -200 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 5,927 $229K 0.08% new 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 5,800 $224K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,345 $207K 0.01% -333 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 5,340 $207K <0.01% +3,454 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,308 $205K 0.02% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,196 $201K 0.05% +3,012 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 4,688 $181K 0.22% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 4,436 $172K 0.06% -2,912 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,433 $172K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,240 $164K <0.01% +13 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,708 $143K +2,078 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,596 $139K <0.01% +3,580 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 2,933 $113K <0.01% -2,630 13F-HR/A Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,646 $102K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,346 $90.8K <0.01% -7,304 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,016 $78K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,997 $77.2K <0.01% -33,807 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1,986 $76.8K 0.03% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,750 $67.7K 0.06% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,700 $65.7K 0.01% -3,950 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,606 $62.1K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,100 $42.6K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 976 $37.8K 0.05% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 920 $35.6K 0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 807 $31.2K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 599 $23.2K <0.01% -80 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 573 $22.2K <0.01% -529 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 400 $15.5K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 325 $12.6K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 175 $6.77K <0.01% -3,214 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 0 $3 <0.01% -34,259 13F-HR Timeline Group Amount filed as zero, left out of ratios. 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.