Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 682,461 $65.2M 13.29% +3,267 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. 140,751 $13.2M 0.05% -62,464 13F-HR Timeline Group Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 129,257 $12.2M 3.03% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 123,960 $11.7M 0.21% +17,410 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 103,959 $9.77M <0.01% +72,280 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 100,891 $9.48M <0.01% +42,612 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 98,609 $9.27M 0.03% -5,009 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 85,517 $8.04M <0.01% +788 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 71,020 $6.68M 0.07% -4,338 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 66,932 $6.29M 0.33% +51,139 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 55,773 $5.24M 0.12% -2,569 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 54,527 $5.13M 0.34% +9,157 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 49,695 $4.67M 0.18% +29,316 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 48,758 $4.58M <0.01% -35,591 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 45,676 $4.29M <0.01% +40,239 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 38,972 $3.65M 0.01% +6,744 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 30,224 $2.84M 0.01% +4,360 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 27,491 $2.58M 1.56% +116 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 27,304 $2.57M 0.01% new 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 24,717 $2.32M <0.01% +10,190 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 24,021 $2.26M 0.06% +9,815 13F-HR Timeline Group Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 22,382 $2.1M 0.57% +2,129 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 21,932 $2.06M <0.01% -43,772 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 21,624 $2.03M <0.01% +8,922 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 20,427 $1.92M <0.01% +39 13F-HR Timeline Group Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 17,985 $1.69M 0.1% new 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 17,500 $1.65M <0.01% -60,100 13F-HR Timeline Group Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 17,203 $1.62M 0.74% -123 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 16,548 $1.56M 0.77% -1,203 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 14,661 $1.38M 0.02% +306 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 12,951 $1.22M 0.06% -4,777 13F-HR Timeline Group Lansing Street Advisors More: the full row for Lansing Street Advisors 12,331 $1.16M 0.35% +678 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 11,875 $1.12M <0.01% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 11,269 $1.06M <0.01% -1,236 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 11,009 $1.03M 0.07% +139 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 10,977 $1.03M <0.01% +2,656 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 10,959 $1.03M 0.01% +1,513 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 10,736 $1.01M 0.07% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 10,708 $1.01M 0.3% +463 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 10,613 $998K 0.02% 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 9,636 $906K 0.03% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 9,339 $878K 0.01% +1,129 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 11,018 $826K 0.18% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 8,667 $815K 0.02% +1,021 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 8,508 $800K 0.01% +202 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 8,398 $789K 0.07% -29 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 7,735 $727K 0.09% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 6,677 $628K <0.01% +6,077 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 6,374 $599K <0.01% +839 13F-HR/A Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5,849 $550K 0.16% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5,631 $529K 0.08% +69 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 5,265 $495K <0.01% -26 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,251 $494K <0.01% +295 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 5,125 $482K <0.01% new 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 5,000 $470K 0.19% 0 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 4,840 $455K 0.39% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 4,793 $451K 0.35% +574 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,715 $443K 0.03% +5 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,428 $416K 0.03% +2 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,395 $413K <0.01% +2 13F-HR Timeline Group Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 4,234 $398K 0.06% +109 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,080 $384K 0.1% +1,050 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,820 $359K <0.01% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,622 $340K <0.01% +361 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,288 $309K 0.02% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,232 $306K 0.03% new 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 3,199 $301K 0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 3,140 $295K 0.22% +2,195 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,115 $293K <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,096 $291K <0.01% -164 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,034 $277K 0.02% new 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 2,932 $276K 0.19% new 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 2,790 $262K 0.17% new 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 2,768 $260K 0.13% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,691 $253K 0.01% -1,202 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,657 $250K 0.02% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,500 $235K <0.01% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,465 $234K <0.01% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,383 $224K 0.01% -10,453 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,258 $212K 0.01% new 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,250 $212K 0.03% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,165 $204K <0.01% new 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,167 $204K 0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,600 $150K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,431 $133K <0.01% +1,391 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,187 $112K <0.01% +1,158 13F-HR Timeline Group Hoese & Co LLP More: the full row for Hoese & Co LLP 1,165 $110K 0.09% new 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 1,008 $94.7K 0.05% +14 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 708 $66.6K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 398 $37.4K <0.01% -21 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 317 $29.8K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 293 $27.5K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 267 $25.1K <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 267 $25.1K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 256 $24K <0.01% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 176 $16.6K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 137 $12.9K <0.01% +24 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 100 $9K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 91 $8.57K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 71 $6.67K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 71 $6.67K <0.01% 0 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 62 $5.83K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 50 $4.7K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 45 $4.23K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 20 $1.88K <0.01% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 8 $752 <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1 $94 <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 $35 <0.01% 0 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.