Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,029,862 $18.6M 0.14% +95,007 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 865,716 $15.6M 7.02% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 255,691 $4.61M 0.32% -565,304 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 230,874 $4.16M <0.01% +35,379 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 135,219 $2.44M 0.01% +41,632 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 131,717 $2.37M 0.02% new 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 107,927 $1.94M +32,412 Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 106,708 $1.92M 2.1% +7,288 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 94,752 $1.71M 0.22% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 81,526 $1.53M 0.24% +7,322 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 64,286 $1.16M 0.61% +607 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 60,097 $1.08M <0.01% new 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 56,300 $1.01M 0.01% +11,058 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 49,889 $899K 0.51% -55 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 46,890 $845K <0.01% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 43,365 $781K 0.13% -8,605 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 42,890 $773K <0.01% -1,800 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 40,000 $721K 0.24% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 38,665 $697K 0.08% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 38,393 $692K 0.07% +6,704 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 36,632 $660K <0.01% new 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 36,105 $651K 0.03% +21,598 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 31,364 $565K 0.03% +3,792 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 29,278 $528K 0.28% -3,268 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 29,075 $524K 0.09% -9,199 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 28,075 $506K <0.01% +19,500 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 27,340 $493K <0.01% +488 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 27,304 $492K <0.01% +520 13F-HR/A Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 21,802 $393K <0.01% -726 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 19,430 $350K 0.01% -1,550 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 18,575 $335K <0.01% new 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 16,292 $294K 0.22% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 15,425 $278K 0.01% -30 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,789 $230K <0.01% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 12,600 $227K 0.02% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 12,492 $225K <0.01% new 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 12,000 $216K 0.45% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 11,425 $206K <0.01% +425 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 11,269 $203K 0.02% -277,967 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 11,000 $198K 0.01% new 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 10,538 $190K 0.23% new 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 5,682 $102K 0.03% +211 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,222 $94.1K <0.01% +9 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,736 $85.3K <0.01% +1,043 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,464 $62.2K <0.01% -7,910 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,264 $58.7K <0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 3,000 $54K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,000 $36K <0.01% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,908 $34.4K <0.01% -60 13F-HR Timeline Group Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 1,750 $31.5K 0.02% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,402 $25.3K <0.01% +52 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,300 $23.4K 0.01% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,260 $22.7K 0.01% new 13F-HR/A Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1,241 $22.4K 0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,154 $20.8K <0.01% +81 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,150 $20.7K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,100 $19.8K <0.01% +400 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,003 $18.1K <0.01% +702 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 645 $11.6K <0.01% +15 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 450 $8.11K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 374 $6.74K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 319 $5.94K <0.01% +15 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 53 $956 <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 30 $540 <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 11 $197 <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2 $36 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $16 <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 $8 <0.01% -1 13F-HR/A Timeline Group Amount filed as zero, left out of ratios.