Sequent Planning LLC More: the full row for Sequent Planning LLC 508,569 $16.5M 4.21% -27,727 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 463,332 $15.1M 0.02% -886,147 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 409,253 $13.3M <0.01% +59,919 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 396,586 $12.9M 0.02% -68,475 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 371,404 $12.1M 0.02% -23,725 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 254,965 $8.29M -3,306 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 199,688 $6.5M <0.01% +30,097 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 145,870 $4.75M 0.07% +113,812 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 144,285 $4.69M 0.01% -6,970 13F-HR Timeline Group SMART Wealth LLC More: the full row for SMART Wealth LLC 136,341 $4.44M 1.35% -17,787 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 131,419 $4.28M 0.32% +5,582 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 113,903 $3.71M 0.07% +1,848 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 95,516 $3.11M 0.01% -6,350 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 91,419 $2.97M 0.06% +2,157 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 89,515 $2.91M 0.04% +11,945 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 79,871 $2.6M <0.01% -948 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 76,440 $2.49M 0.01% +500 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 73,493 $2.39M 0.75% -9,394 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 70,258 $2.29M 0.01% -250 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 69,973 $2.28M <0.01% +63,322 13F-HR Timeline Group FWG Investments, LLC. More: the full row for FWG Investments, LLC. 66,633 $2.17M 1.38% -1,973 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. 61,775 $2.01M 0.04% +232 13F-HR Timeline Group Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 52,358 $1.7M 0.25% -3,121 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 43,854 $1.44M 0.22% +515 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 44,092 $1.42M 0.24% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 38,749 $1.26M <0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 38,617 $1.26M <0.01% +3,427 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 35,888 $1.17M 0.03% +4,246 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 35,103 $1.14M 0.26% -1,393 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 34,603 $1.13M 0.72% -1,939 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 32,115 $1.04M <0.01% -4,438 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 29,413 $957K <0.01% +26,917 13F-HR Timeline Group Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 28,836 $938K 0.18% +1,138 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 27,893 $907K <0.01% -100 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 27,491 $894K 0.07% -2,335 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 26,682 $868K 0.25% -205 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 26,136 $850K 0.28% +1,574 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 25,672 $835K 0.01% new 13F-HR/A Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 25,167 $819K 0.02% +10,023 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 23,333 $759K 0.05% +8,552 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 21,540 $701K 0.26% -439 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 20,345 $662K 0.07% -39,675 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 19,515 $635K <0.01% +134 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 18,270 $594K 0.01% +2,907 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 18,244 $593K 0.07% -300 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 16,673 $542K 0.02% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 16,561 $539K 0.02% +3,844 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 15,940 $519K 0.03% -25 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 15,732 $516K <0.01% +983 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 15,560 $508K 0.03% +6,453 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 15,257 $496K 0.02% +8,363 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 15,137 $492K 0.1% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 14,960 $487K <0.01% -7,498 13F-HR Timeline Group Diligent Investors, LLC More: the full row for Diligent Investors, LLC 13,500 $439K 0.11% +4,500 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 13,182 $429K 0.01% +73 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 11,861 $391K 0.29% -1,963 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 11,507 $374K 0.01% +2,696 13F-HR/A Timeline Group Benson Wealth Management INC More: the full row for Benson Wealth Management INC 11,356 $369K 0.41% 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 11,254 $366K 0.02% -7,185 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 11,132 $362K 0.01% +2,802 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 10,977 $357K 0.03% -953 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 10,653 $347K 0.04% -1,014 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 10,500 $342K 0.02% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 9,481 $308K 0.01% 0 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 9,473 $308K 0.01% new 13F-HR/A Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 9,433 $307K <0.01% +1,353 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,409 $274K 0.02% +1,940 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 8,353 $272K 0.05% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 8,146 $265K 0.03% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,140 $265K 0.01% -80 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,061 $262K 0.01% 0 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 8,028 $261K <0.01% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 8,020 $261K 0.01% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,907 $257K 0.01% 0 13F-HR Timeline Group Seros Financial, LLC More: the full row for Seros Financial, LLC 7,461 $243K 0.14% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 6,813 $222K 0.02% -350 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 6,600 $215K 0.01% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,585 $214K 0.01% +151 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 6,504 $212K 0.17% -160 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,400 $208K 0.01% -3,000 13F-HR Timeline Group Share Andrew L. More: the full row for Share Andrew L. 6,300 $205K 0.1% new 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 6,237 $203K 0.18% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,216 $170K 0.01% -17 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 3,844 $125K 0.07% -8,652 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,026 $98.4K <0.01% -3,725 13F-HR/A Timeline Group Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 2,819 $91.7K 0.05% -3,894 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,587 $84.2K <0.01% -131 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,235 $73K <0.01% 0 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,907 $62K 0.01% +1,050 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,443 $46.9K <0.01% new 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 725 $23.6K 0.01% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 679 $22.1K <0.01% -37 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 495 $16.1K -55,736 Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 346 $11.3K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 329 $10.7K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 300 $9.76K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 250 $8.13K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 150 $4.88K <0.01% 0 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 87 $2.83K <0.01% 0 13F-HR/A Timeline Group