AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 725,688 $35.7M 0.01% +5,192 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 353,633 $17.4M 0.01% +20,276 13F-HR Timeline Group ENZI WEALTH More: the full row for ENZI WEALTH 250,401 $12.8M 4.86% +5,170 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 250,589 $12.3M 0.43% +1,276 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 249,011 $12.3M 4.77% +9,493 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 243,363 $11.8M 1.8% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 239,355 $11.8M 0.04% +12,500 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 226,083 $11.1M 1.36% 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 207,925 $10.2M 5.06% -2,206 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 197,274 $9.71M <0.01% -4,230 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 185,961 $9.16M 2.47% +595 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 158,238 $7.79M 0.07% +3,905 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 133,472 $6.57M 0.01% -2,060 13F-HR/A Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 132,657 $6.53M 0.08% +563 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 128,299 $6.32M 1.24% +1,697 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 104,040 $5.12M <0.01% 13F-HR/A Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 102,660 $5.05M 0.15% +22,322 13F-HR Timeline Financial Designs Corp More: the full row for Financial Designs Corp 95,022 $4.68M 3.08% +916 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 91,446 $4.5M +3,958 Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 85,995 $4.23M 0.08% +14,854 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 81,747 $4.02M <0.01% +77,249 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 65,803 $3.24M 0.09% +4,840 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 64,867 $3.19M 0.28% new 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 51,953 $2.56M 2.02% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 51,898 $2.55M 0.24% +3,725 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 48,486 $2.39M 2.13% -532 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 48,162 $2.37M 0.59% +2,598 13F-HR Timeline Group Burt Wealth Advisors More: the full row for Burt Wealth Advisors 47,795 $2.35M 0.6% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 47,287 $2.33M 0.08% -1,280 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 46,287 $2.28M 0.01% -100,006 13F-HR/A Timeline Group CLG LLC More: the full row for CLG LLC 42,099 $2.07M 0.74% 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 34,516 $1.71M 0.08% +217 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 33,396 $1.64M <0.01% +21,760 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 31,524 $1.55M 0.09% +597 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 26,233 $1.29M 0.02% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 24,341 $1.2M 0.39% 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 23,989 $1.18M <0.01% +3,316 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 20,616 $1.01M <0.01% +34 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 20,209 $995K 0.37% +1,970 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 18,440 $908K <0.01% -2,894 13F-HR/A Timeline Group LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 17,636 $868K 0.42% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 16,248 $800K <0.01% -20,442 13F-HR Timeline Group Clarus Group, Inc. More: the full row for Clarus Group, Inc. 14,615 $720K 0.26% -1,282 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 14,109 $695K 0.03% -281 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 13,539 $669K 0.04% +530 13F-HR/A Timeline Group Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 13,025 $641K 0.05% +1,036 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 12,297 $605K 0.69% 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 12,177 $600K 0.02% +277 13F-HR Timeline Group Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 10,934 $539K 0.28% -1,511 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,910 $537K 0.01% +601 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 10,026 $494K 0.02% +1,714 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 9,489 $467K <0.01% new 13F-HR Timeline Group Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 8,947 $441K 0.23% -139 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,868 $401K <0.01% +295 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,810 $385K <0.01% -364 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 7,810 $385K <0.01% -364 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 7,775 $383K 0.1% +475 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 7,606 $375K <0.01% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 7,116 $350K <0.01% new 13F-HR Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 6,813 $335K 0.03% -6 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,510 $321K 0.02% -281 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 5,367 $264K <0.01% -60 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 5,000 $246K 0.02% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,294 $211K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,128 $105K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,081 $102K <0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,582 $78K <0.01% -3,403 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 891 $43.9K 0.01% -826 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 754 $37.1K <0.01% +16 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 735 $36K <0.01% new 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 290 $14.3K <0.01% -148 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 245 $12.5K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 231 $11.4K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 201 $9.9K <0.01% -75 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 120 $5.93K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 103 $5.07K <0.01% 0 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 63 $3.1K <0.01% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 50 $2K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 40 $1.97K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 10 $492 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.