Sequent Planning LLC More: the full row for Sequent Planning LLC 2,111,190 $61.9M 19.62% +108,130 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 506,254 $14.9M 0.02% +233,642 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 482,939 $14.2M 0.03% -443,257 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 466,528 $13.7M 0.02% -19,155 13F-HR Timeline Kaye Capital Management More: the full row for Kaye Capital Management 441,852 $13M 4.99% +58,971 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 441,852 $13M 0.32% new 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 364,194 $10.7M <0.01% +47,909 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 317,629 $9.32M +45,806 Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 245,529 $7.22M 0.64% +4,674 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 184,031 $5.4M 1.69% +14,595 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 159,477 $4.68M 0.01% -14,304 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 154,647 $4.54M <0.01% +46,886 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 149,731 $4.39M 1.13% +949 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 112,718 $3.31M 0.08% 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 112,326 $3.3M 0.01% -16,792 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 93,023 $2.73M 0.07% -8,711 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 87,660 $2.57M 0.89% -1,059 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 81,506 $2.39M <0.01% -7,720 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 81,133 $2.38M 0.03% +1,252 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 79,340 $2.33M 0.01% -750 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 76,560 $2.25M <0.01% +17,839 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 73,308 $2.15M -28,724 Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 71,318 $2.09M 0.02% +3,900 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 68,501 $2.01M 1.53% +24,874 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 62,689 $1.84M 0.04% +3,845 13F-HR Timeline Group Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 57,402 $1.68M 0.26% -516 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 57,306 $1.68M <0.01% -1,552 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 51,049 $1.5M 0.26% -1,575 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 46,493 $1.38M 0.24% -1,535 13F-HR/A Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 42,604 $1.25M 0.93% -1,078 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 41,846 $1.23M 0.3% -26 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 36,986 $1.09M <0.01% -1,250 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 32,391 $950K 0.09% +4,371 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 32,088 $941K 0.01% +6,801 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 30,138 $884K 0.03% +222 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 30,026 $881K <0.01% -1,100 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 28,837 $846K 0.02% +250 13F-HR Timeline Group Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 27,576 $809K 0.18% +1,839 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 25,615 $752K 0.02% +15,850 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 24,728 $726K 0.26% -470 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 23,595 $692K <0.01% new 13F-HR Timeline Group 1776 Wealth LLC More: the full row for 1776 Wealth LLC 21,979 $645K 0.27% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 20,598 $604K 0.07% -199 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 19,381 $569K <0.01% -439 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 18,494 $543K 0.07% +450 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 15,763 $471K 0.01% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 15,324 $452K <0.01% +126 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 14,764 $433K 0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 13,948 $409K <0.01% new 13F-HR Timeline Group Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 13,166 $386K 0.12% -5,411 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 13,109 $385K 0.01% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 13,039 $383K 0.03% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 12,918 $379K 0.05% +1,417 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 12,717 $373K 0.02% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 12,289 $361K 0.02% -311 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 11,897 $349K <0.01% -3,448 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 11,562 $339K 0.03% -420 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 12,496 $327K 0.2% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 11,020 $323K 0.01% +607 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 10,548 $309K <0.01% -500 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 10,500 $308K 0.02% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 10,152 $298K 0.01% 0 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 9,550 $279K 0.06% -6,164 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 9,481 $278K 0.01% 0 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 9,370 $275K 0.03% +6,725 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 9,337 $274K 0.04% -340 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 9,000 $264K 0.06% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,381 $246K 0.01% +20 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 8,353 $245K 0.05% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,061 $237K 0.01% 0 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 8,058 $236K 0.03% -70 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 8,028 $236K <0.01% 0 13F-HR/A Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 8,020 $235K 0.02% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 7,789 $229K 0.02% -976 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 7,754 $228K 0.14% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,359 $216K 0.01% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 7,148 $210K 0.11% +323 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 6,893 $202K 0.09% +742 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 6,840 $201K 0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,865 $189K 0.02% -7,700 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,469 $189K 0.02% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,101 $179K 0.01% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,233 $154K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,977 $146K <0.01% -312 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,975 $117K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,835 $83.2K 0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,304 $68K <0.01% 0 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 857 $25.1K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 723 $21.2K <0.01% -222 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 723 $21.2K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 329 $9.65K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 300 $8.8K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 250 $7.33K <0.01% -500 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 150 $4.4K <0.01% new 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 145 $4.25K <0.01% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 87 $2.55K <0.01% 0 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.