LPL Financial LLC More: the full row for LPL Financial LLC 207,065 $4.9M <0.01% new 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 150,000 $3.55M 1.79% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 140,309 $3.28M 2.31% +125,899 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 97,734 $2.31M <0.01% -4,966 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 96,197 $2.28M <0.01% +38,185 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 89,759 $2.12M <0.01% -231,460 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 83,013 $1.96M 0.12% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 52,790 $1.25M 0.01% +1,280 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 45,041 $1.07M 0.49% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 32,860 $777K 0.11% +14,376 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 32,475 $767K 0.01% +67 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 32,140 $760K 0.08% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 30,498 $721K <0.01% 0 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 29,211 $691K <0.01% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 28,774 $681K <0.01% -989 13F-HR Timeline Group Cyr Financial Inc. More: the full row for Cyr Financial Inc. 27,448 $649K 0.58% -6,314 13F-HR/A Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 25,949 $614K 0.27% +8,134 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 25,275 $598K 0.03% -13,100 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 22,831 $540K 0.03% new 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 22,300 $528K 0.34% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 21,852 $517K <0.01% 0 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 20,429 $483K <0.01% -29,981 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 20,019 $474K <0.01% 0 13F-HR Timeline Group Syverson Strege & Co More: the full row for Syverson Strege & Co 19,822 $469K 0.15% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 19,239 $455K <0.01% +10,478 13F-HR Timeline Group MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 17,043 $403K 0.05% -821 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 15,600 $369K <0.01% +204 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 11,352 $269K <0.01% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 10,471 $248K 0.04% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 10,293 $243K 0.01% +304 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 10,000 $237K 0.01% new 13F-HR Timeline Group PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 8,844 $207K 0.08% +103 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 8,865 $206K 0.02% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,302 $102K 0.01% -3,370 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 4,300 $102K 0.02% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1,930 $45.4K <0.01% +50 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 867 $20.5K <0.01% +5 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 699 $16.5K 0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1 $25 <0.01% new 13F-HR Timeline Group 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.