Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 679,194 $50.3M 12.54% +16,405 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 203,215 $15.3M 0.06% -32,883 13F-HR Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 106,550 $7.98M 0.16% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 103,618 $7.76M 0.03% +1,979 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 84,729 $6.35M <0.01% +2,865 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 84,349 $6.32M 0.01% new 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 77,600 $5.82M 0.01% new 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 75,358 $5.65M 0.07% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 65,704 $4.92M 0.01% +45,810 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 58,342 $4.37M 0.05% -11,665 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 58,279 $4.37M <0.01% +21,902 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 49,503 $3.71M <0.01% +13,887 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 45,370 $3.4M 0.25% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 32,228 $2.42M 0.01% +20,284 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 31,679 $2.37M <0.01% +8,966 13F-HR Timeline Group SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 27,375 $2.05M 1.38% +2,194 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 25,864 $1.94M 0.01% +6,502 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 20,388 $1.53M <0.01% -33,011 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 20,379 $1.53M 0.06% -41,851 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 20,253 $1.52M 0.46% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 17,728 $1.49M 0.06% -5,546 13F-HR Timeline Group KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 17,751 $1.33M 0.72% +4,819 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 17,326 $1.3M 0.65% -4,134 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 15,793 $1.18M 0.07% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 14,527 $1.09M <0.01% new 13F-HR/A Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 14,355 $1.08M 0.02% -629 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 14,206 $1.06M 0.03% new 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 12,836 $962K 0.04% -373 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 12,702 $952K <0.01% new 13F-HR Timeline Group Fulcrum Equity Management More: the full row for Fulcrum Equity Management 12,592 $944K 1.03% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 12,505 $937K <0.01% +1,935 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 11,653 $873K 0.29% +4,199 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 11,018 $826K 0.18% -15 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 10,245 $815K 0.28% -528 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 10,870 $815K 0.06% -67 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 9,636 $722K 0.03% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 9,446 $708K 0.01% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 8,427 $632K 0.07% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 8,321 $624K <0.01% -35 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 8,306 $622K 0.01% new 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 8,210 $617K 0.01% +552 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 7,735 $580K 0.08% +184 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,646 $573K 0.02% +2,346 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5,849 $438K 0.14% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5,562 $417K 0.07% +105 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,535 $415K <0.01% +1,365 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,437 $407K <0.01% +1,165 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 5,291 $397K <0.01% +608 13F-HR Timeline Group Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 5,000 $375K 0.18% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 4,956 $371K <0.01% +374 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,710 $353K 0.03% +4 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,426 $332K 0.03% +2 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,393 $329K <0.01% -612 13F-HR Timeline Group Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 4,219 $316K 0.31% -955 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 4,125 $309K 0.05% +41 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,893 $292K 0.01% +10 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,288 $246K 0.01% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,261 $244K <0.01% +315 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,260 $244K <0.01% +20 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 3,115 $233K <0.01% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 3,030 $227K 0.07% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,600 $122K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 994 $74.5K 0.05% +68 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 945 $70.8K 0.06% new 13F-HR/A Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 708 $53.1K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 600 $45K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 419 $31.7K <0.01% -303 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 293 $22K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 267 $20K <0.01% 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 256 $19K <0.01% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 176 $13.2K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 113 $8.48K <0.01% +24 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 100 $8K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 91 $6.83K <0.01% +90 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 71 $5.32K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 71 $5.32K <0.01% new 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 62 $4.65K <0.01% new 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 62 $4.64K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 58 $4K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 50 $3.75K <0.01% -50 13F-HR Timeline Group Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 43 $3.22K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 40 $3.01K <0.01% new 13F-HR/A Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 29 $2.47K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 20 $1.5K <0.01% new 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 8 $623 <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1 $75 <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $17 <0.01% -76 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.