AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 422,835 $20.9M 0.01% -121,243 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 359,937 $17.8M 0.01% +26,912 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 298,698 $14.8M 0.36% -317,953 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 262,935 $13M 4.97% +2,759 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 257,767 $12.7M 4.66% +875 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 245,831 $12.1M 1.73% +641 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 235,173 $11.6M 0.04% -11,838 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 201,666 $9.96M 4.48% -6,021 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 195,113 $9.87M 2.36% +3,048 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 192,035 $9.49M <0.01% -15,342 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 161,192 $7.96M 0.63% +7,315 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 132,837 $6.56M 0.08% -1,482 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 130,204 $6.43M 0.25% +360 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 129,937 $6.42M 0.43% +6,157 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 109,054 $5.39M 0.04% -28,266 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 88,394 $4.37M 0.02% -635 13F-HR Timeline Group Financial Designs Corp More: the full row for Financial Designs Corp 85,395 $4.22M 2.59% -13,672 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 63,722 $3.15M 0.07% -1,331 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 58,445 $2.89M 0.24% +53 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 54,008 $2.67M <0.01% +4,838 13F-HR/A Timeline Group Burt Wealth Advisors More: the full row for Burt Wealth Advisors 46,544 $2.3M 0.53% +789 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 43,763 $2.19M 0.04% -43,790 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 42,388 $2.09M <0.01% -813 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 33,923 $1.68M <0.01% -96,519 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 32,828 $1.62M <0.01% -66,671 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 31,303 $1.55M 0.06% -2,362 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 29,903 $1.48M 0.06% -445 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 29,494 $1.46M 1.05% -2,784 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 27,958 $1.38M 0.02% +18,891 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 22,919 $1.13M <0.01% -2,296 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 22,533 $1.11M <0.01% -4,696 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 21,035 $1.04M 0.32% +588 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 20,627 $1.02M 0.05% -10,714 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 18,391 $909K 0.01% +3,852 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 17,172 $848K <0.01% +6,664 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 16,901 $835K <0.01% +8,294 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 16,018 $791K 0.04% +937 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 15,617 $771K 0.03% new 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 14,687 $726K 0.31% -2,949 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 14,576 $720K 0.26% 0 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 14,560 $719K 0.04% +1,672 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 11,849 $585K 0.63% +1 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 9,376 $463K <0.01% -73 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,363 $463K <0.01% -3,640 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 9,000 $445K 0.03% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 8,604 $425K 0.03% +909 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 8,481 $419K 0.2% -178 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,361 $413K 0.01% -1,869 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 8,264 $408K 0.12% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 8,137 $402K 0.02% -5,526 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,918 $391K <0.01% +27 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 7,775 $384K 0.1% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 6,973 $344K <0.01% -484 13F-HR Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 6,905 $341K 0.03% -81 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 6,479 $320K <0.01% +1,643 13F-HR/A Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,450 $319K 0.02% +4 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,675 $231K 0.01% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,144 $205K 0.03% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,174 $157K <0.01% -1,657 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,190 $108K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,081 $103K <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 $50K <0.01% 0 13F-HR/A Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 871 $43K <0.01% +236 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 831 $41K 0.01% +2 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 439 $22K <0.01% -65 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 246 $12.1K <0.01% +1 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 231 $11.4K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 166 $8.2K <0.01% new 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 121 $5.99K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 36 $1.78K <0.01% -154 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 29 $1.43K <0.01% 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 10 $492 <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.