Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 516,801 $15.4M 4.42% -5,711 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 329,416 $9.8M <0.01% 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 297,550 $8.86M 0.03% -15,430 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 250,037 $7.44M 0.02% -6,122 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 231,703 $6.89M 0.01% -41,535 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 216,006 $6.43M 0.01% -30,727 13F-HR/A Timeline Group Sequent Planning LLC More: the full row for Sequent Planning LLC 199,766 $5.95M 2.18% -21,862 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 187,955 $5.59M -20,669 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 181,524 $5.4M 0.01% -217,000 13F-HR Timeline Group ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 142,402 $4.06M 1.7% +4,431 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 100,714 $3.02M 0.66% -1,473 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 85,800 $2.55M 0.01% 0 13F-HR Timeline Group Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 83,890 $2.5M 0.32% -105 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 76,580 $2.28M 0.81% +45,252 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 74,355 $2.21M <0.01% -3,644 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 73,358 $2.18M 0.03% -721 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 68,865 $2.05M +2,530 Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 60,676 $1.85M 0.1% -4,482 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 61,830 $1.84M 0.02% -1,303 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 56,175 $1.67M 0.13% -5,631 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 54,546 $1.62M 0.04% +40,403 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 52,777 $1.57M 0.05% -4,974 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 49,119 $1.46M 0.73% +4,665 13F-HR Timeline Group FWG Investments, LLC. More: the full row for FWG Investments, LLC. 47,289 $1.41M 1.09% -1,127 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 43,683 $1.3M 0.85% -51,262 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 41,594 $1.24M 0.01% -2,131 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 38,556 $1.15M 0.11% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 36,960 $1.1M <0.01% -11,000 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 34,403 $1.02M <0.01% -4,670 13F-HR Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 34,078 $1.01M 0.27% -16 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 33,415 $994K 0.61% 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 31,790 $946K 0.43% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 30,283 $901K 0.01% -130,079 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 30,271 $901K 0.29% 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 29,626 $882K 0.34% -5 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 28,806 $857K 0.4% -30 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 26,538 $790K <0.01% -603 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 23,611 $703K 0.04% +230 13F-HR Timeline Kaye Capital Management More: the full row for Kaye Capital Management 23,314 $694K 0.31% -820 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 22,578 $672K 0.07% -138 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 22,500 $670K 0.04% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 22,455 $668K 0.08% -765 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 21,548 $641K 0.02% -1,547 13F-HR Timeline Group Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 21,401 $637K 0.42% new 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 20,894 $622K 0.23% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 20,073 $597K 0.09% 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 19,783 $589K 0.14% -280 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 19,610 $584K 0.02% -2,573 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 19,195 $571K 0 Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,008 $566K <0.01% new 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 17,494 $521K <0.01% -25,147 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 16,741 $498K 0.04% new 13F-HR Timeline Group WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 15,330 $456K 0.1% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 14,745 $439K <0.01% -903 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 14,680 $437K 0.07% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 14,548 $433K 0.02% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 14,289 $424K 0.42% 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 13,453 $400K 0.01% 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,983 $357K 0.01% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 11,762 $350K 0.02% +62 13F-HR/A Timeline Group Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 11,664 $347K 0.39% 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 9,801 $294K 0.01% 0 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 8,909 $265K 0.04% -220 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 8,263 $246K <0.01% -77 13F-HR Timeline Group FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 7,963 $237K 0.06% 0 13F-HR Timeline Group Chris Bulman Inc More: the full row for Chris Bulman Inc 7,963 $237K 0.15% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 7,703 $229K <0.01% -22,131 13F-HR Timeline Group Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 7,689 $229K 0.13% -822 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 7,170 $213K 0.02% -9,846 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,969 $207K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,263 $186K 0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,000 $179K 0.01% -250 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,577 $137K 0.01% +500 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 4,000 $119K 0.08% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,627 $108K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,403 $101K 0.02% 0 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,250 $67K <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,009 $59.8K <0.01% -97 13F-HR/A Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,000 $59.5K 0.01% 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,795 $53.4K <0.01% 0 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 1,500 $44.6K 0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,378 $41K <0.01% +378 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,100 $32.9K <0.01% 0 13F-HR Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 856 $25.5K 0.01% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 800 $23.8K 0.01% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 677 $20.1K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 557 $17K <0.01% new 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 409 $12.2K <0.01% -4,755 13F-HR Timeline Group AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 125 $4K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 69 $2.05K <0.01% -6,258 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7 $216 0.02% -7,270 13F-HR Timeline