Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 616,651 $29.6M 0.43% +366,062 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 544,078 $26.1M 0.01% -181,610 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 333,025 $16M 0.01% -20,608 13F-HR Timeline Group Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 260,176 $12.5M 4.54% +11,165 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 256,892 $11.9M 4.82% +6,491 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 247,011 $11.8M 0.04% +7,656 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 245,190 $11.3M 1.76% +1,827 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 207,687 $9.96M 4.93% -238 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 207,377 $9.94M <0.01% +10,103 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 192,065 $9.21M 2.42% +6,104 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 153,877 $7.38M 0.69% -72,206 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 137,320 $6.58M 0.06% -20,918 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 134,319 $6.44M 0.08% +1,662 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 130,442 $6.25M 0.01% -3,030 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 129,844 $6.23M 0.2% +1,545 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 123,780 $5.93M 0.45% +58,913 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 99,499 $4.77M <0.01% -4,541 13F-HR Timeline Group Financial Designs Corp More: the full row for Financial Designs Corp 99,067 $4.75M 3.31% +4,045 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 89,029 $4.27M -2,417 Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 87,553 $4.2M 0.08% +1,558 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 65,053 $3.12M 0.08% -750 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 58,392 $2.78M 0.26% +6,494 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 49,170 $2.36M 0.01% +2,883 13F-HR Timeline Group Burt Wealth Advisors More: the full row for Burt Wealth Advisors 45,755 $2.19M 0.55% -2,040 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 43,201 $2.07M <0.01% -38,546 13F-HR/A Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 35,722 $1.71M <0.01% +19,474 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 33,665 $1.61M 0.08% +2,141 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 32,278 $1.55M 1.24% -19,675 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 31,341 $1.5M 0.07% -3,175 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 30,348 $1.46M 0.06% -16,939 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 27,229 $1.31M <0.01% +6,613 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 25,215 $1.21M <0.01% +1,226 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 20,447 $980K 0.33% +238 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 17,636 $846K 0.4% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 15,081 $723K 0.04% +1,542 13F-HR/A Timeline Group Clarus Group, Inc. More: the full row for Clarus Group, Inc. 14,576 $699K 0.27% -39 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 14,539 $697K 0.01% +3,629 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 13,663 $655K 0.03% -446 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 13,003 $624K <0.01% -5,437 13F-HR Timeline Group Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 12,888 $618K 0.04% -137 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 11,848 $568K 0.67% -449 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 10,508 $504K <0.01% +10,307 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 10,230 $491K 0.02% +204 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 9,449 $453K <0.01% -40 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 9,067 $435K 0.01% new 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 9,000 $432K 0.03% +4,000 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 8,659 $415K 0.22% -288 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 8,607 $413K <0.01% new 13F-HR/A Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,891 $378K <0.01% +23 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 7,775 $373K 0.1% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 7,695 $369K 0.03% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 7,457 $358K <0.01% +341 13F-HR Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 6,986 $335K 0.03% +173 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,446 $309K 0.02% -64 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 5,529 $265K <0.01% +162 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,836 $232K <0.01% -2,974 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 4,836 $232K <0.01% -2,974 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,831 $232K 0.01% -97,829 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,081 $99.8K <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 1,007 $48K <0.01% -575 13F-HR/A Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 829 $39.8K 0.01% -62 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 635 $30.4K <0.01% -119 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 504 $24K <0.01% -231 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 245 $11.4K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 231 $11.1K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 190 $9.12K <0.01% +150 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 121 $5.8K <0.01% +1 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 103 $4.94K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 10 $481 <0.01% 0 13F-HR Timeline 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.