AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,502,522 $60.9M 0.39% +1,502,347 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,467,964 $59.5M 0.02% +987,354 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 788,844 $31.7M 0.04% +603,893 13F-HR Timeline Group Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 622,816 $25.3M 8.18% +1,486 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 451,151 $18.3M 0.02% +244,688 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 366,991 $14.9M 5.8% new 13F-HR/A Timeline Archer Investment Corp More: the full row for Archer Investment Corp 326,434 $13.2M 2.99% +321,238 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 308,471 $12.5M <0.01% -752,857 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 256,234 $10.4M <0.01% -3,051 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 242,611 $9.84M 0.01% +40,348 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 229,167 $9.3M +12,537 Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 199,461 $8.09M 0.24% +63,541 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 192,499 $7.81M 0.01% +1,607 13F-HR Timeline Group Wellment Financial More: the full row for Wellment Financial 183,892 $7.46M 8.83% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 183,390 $7.44M 1.87% -23,318 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 166,158 $6.74M 0.06% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 129,108 $5.24M 1.3% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 122,043 $4.95M 0.1% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 107,272 $4.35M 0.01% +82,254 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 104,998 $4.26M 2% new 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 101,095 $4.1M 2.71% +8,848 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 100,586 $4.08M 0.28% +41,178 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 88,111 $3.57M 0.01% -4,008 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 53,604 $2.17M 0.02% +47,624 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 52,328 $2.12M <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 48,375 $1.96M 0.25% +1,300 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 46,680 $1.89M <0.01% +20,297 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 42,491 $1.72M 0.06% +8,424 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 42,305 $1.72M 0.04% +19,985 13F-HR Timeline Group Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 42,270 $1.71M 1.28% +35 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 41,076 $1.67M 0.63% new 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 37,983 $1.54M 1.22% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 36,707 $1.49M 0.39% -115,065 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 34,000 $1.38M 0.08% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 33,460 $1.36M 0.01% -571 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 29,764 $1.21M 0.01% +25,524 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 29,503 $1.2M 0.35% +16,545 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 27,200 $1.1M 0.26% -100 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 26,615 $1.08M 0.27% +5,550 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 24,919 $1.01M 0.11% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 24,850 $1.01M 0.18% +23,150 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 23,540 $955K 0.65% new 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 22,526 $914K 0.54% new 13F-HR/A Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 21,947 $890K 0.01% new 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 20,557 $834K 0.06% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 20,443 $829K 0.04% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 19,826 $804K 0.03% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 18,827 $764K 0.36% -2,444 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 18,386 $746K 0.03% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 18,196 $738K 0.01% +10,405 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 17,943 $728K 0.28% +4,996 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 17,351 $704K 0.2% new 13F-HR/A Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 16,879 $685K 0.18% +2,784 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 15,762 $639K 0.14% -6 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 15,690 $636K 0.21% new 13F-HR/A Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 14,500 $588K 0.1% +675 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 13,788 $559K 0.06% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 13,693 $555K 0.04% +9,260 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 13,805 $534K 0.04% 0 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 12,929 $524K 0.13% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 12,660 $513K <0.01% +2,704 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 12,611 $512K 0.47% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,393 $504K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 12,036 $488K 0.11% +3,142 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 11,929 $484K 0.01% +275 13F-HR Timeline Group Nvest Financial, LLC More: the full row for Nvest Financial, LLC 11,895 $482K 0.28% -1,970 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 11,560 $469K 0.06% new 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 11,529 $468K 0.15% +1,680 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,439 $464K 0.01% +4,239 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 10,434 $423K 0.04% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 9,812 $398K <0.01% -900 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,066 $368K 0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 9,000 $365K <0.01% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 9,000 $365K 0.02% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 8,793 $357K 0.03% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,716 $354K <0.01% -3,860 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,673 $352K 0.01% +216 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 8,568 $348K 0.24% -1,034 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 8,536 $346K 0.1% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,471 $344K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 8,435 $342K 0.04% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 8,230 $334K <0.01% new 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 8,082 $328K 0.01% -518 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 8,084 $327K <0.01% -110 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 8,396 $325K 0.11% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 7,849 $318K 0.01% +1,324 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 7,740 $314K 0.08% 0 13F-HR/A Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 7,521 $305K <0.01% new 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,418 $304K 0.01% 0 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 7,369 $299K 0.14% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 7,290 $296K 0.03% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,158 $290K <0.01% +384 13F-HR/A Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 7,020 $285K 0.06% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 6,857 $278K 0.06% -1,958 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,745 $274K 0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 6,733 $273K 0.09% +2,297 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,418 $260K <0.01% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,389 $259K 0.01% 0 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 6,110 $248K 0.07% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 6,105 $248K <0.01% -8,200 13F-HR Timeline Group Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 6,036 $245K 0.15% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 5,927 $240K 0.07% 0 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 5,800 $235K 0.01% 0 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 5,735 $233K 0.05% -2,465 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 5,461 $221K <0.01% new 13F-HR Timeline Group Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 5,423 $220K 0.14% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,345 $217K 0.01% 0 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,320 $216K 0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,308 $215K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,155 $209K <0.01% +2,809 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,127 $208K 0.01% new 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 4,967 $201K <0.01% +2,034 13F-HR/A Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 4,250 $172K 0.19% -438 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,141 $168K <0.01% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,596 $146K <0.01% 0 13F-HR/A Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,258 $132K -450 Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,646 $107K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,016 $82K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,994 $80.9K <0.01% -3 13F-HR/A Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1,986 $80.6K 0.04% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,893 $76.8K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,750 $71.3K 0.05% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,606 $65.1K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,307 $53K <0.01% +207 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,291 $52.4K <0.01% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 977 $39.6K 0.02% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 976 $39.6K 0.04% 0 13F-HR/A Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 950 $38.5K 0.02% 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 925 $37.5K <0.01% +525 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 807 $32.7K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 591 $24K <0.01% -8 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 436 $17.6K <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 381 $15.5K <0.01% -192 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 325 $13.2K <0.01% 0 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 253 $10.3K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 128 $5.19K <0.01% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 129 $5K <0.01% new 13F-HR Timeline Group Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 24 $973 <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 0 $3 <0.01% 0 13F-HR/A Timeline Group Amount filed as zero, left out of ratios.