Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 559,853 $15.8M 4.41% +43,052 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 326,475 $9.24M 0.02% +76,438 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 265,171 $7.5M 0.03% -32,379 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 242,612 $6.86M <0.01% -86,804 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 226,208 $6.4M 0.01% -5,495 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 212,119 $6M 2.99% +163,000 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 209,639 $5.93M 0.01% -6,367 13F-HR Timeline Group Sequent Planning LLC More: the full row for Sequent Planning LLC 195,071 $5.52M 1.99% -4,695 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 165,302 $4.68M 0.01% -16,222 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 144,102 $4.08M -43,853 Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 129,917 $3.68M 1.52% -12,485 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 88,172 $2.49M <0.01% +69,164 13F-HR Timeline Group Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 82,065 $2.32M 0.41% -1,825 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 82,000 $2.32M 0.01% -3,800 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 78,901 $2.23M <0.01% +4,546 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 72,218 $2.04M 0.03% -1,140 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 65,375 $1.85M -3,490 Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 63,667 $1.8M <0.01% +55,964 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 61,432 $1.74M 0.02% -398 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 60,098 $1.7M 0.61% -16,482 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 52,611 $1.49M 0.04% -166 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 48,045 $1.36M 0.17% +31,304 13F-HR Timeline Group FWG Investments, LLC. More: the full row for FWG Investments, LLC. 46,129 $1.3M 1.53% -1,160 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 44,860 $1.27M <0.01% new 13F-HR/A Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 40,946 $1.16M 0.1% +2,390 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 39,675 $1.12M 0.09% -16,500 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 39,594 $1.12M 0.01% -2,000 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 35,474 $1M 0.1% +12,896 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 34,361 $972K 0.65% -9,322 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 33,832 $957K <0.01% -571 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 33,760 $955K <0.01% -3,200 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 32,257 $913K 0.25% -1,821 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 31,790 $899K 0.41% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 30,768 $870K 0.02% +18,785 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 30,427 $861K 0.48% -2,988 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 30,032 $850K 0.28% -239 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 27,038 $765K <0.01% +500 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 25,445 $720K <0.01% +7,951 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 25,063 $709K 0.01% -5,220 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 24,607 $696K 0.28% -5,019 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 23,611 $668K 0.03% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 22,500 $637K 0.04% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 21,820 $628K 0.03% +272 13F-HR Timeline Group Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 20,288 $574K 0.16% +505 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 20,073 $568K 0.08% 0 13F-HR Timeline Kaye Capital Management More: the full row for Kaye Capital Management 19,687 $557K 0.23% -3,627 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 18,932 $536K 0.02% -263 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 17,361 $491K 0.06% new 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 17,062 $483K 0.29% -4,339 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 16,699 $472K 0.16% -4,195 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 16,037 $454K 0.01% -3,573 13F-HR Timeline Group Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 15,412 $436K 0.08% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 14,745 $417K <0.01% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 14,680 $415K 0.07% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 13,705 $392K 0.08% -87,009 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 13,394 $379K 0.35% -895 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 12,381 $350K 0.28% +717 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 11,851 $337K 0.01% +2,050 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 11,700 $331K 0.02% -62 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 10,839 $307K <0.01% new 13F-HR Timeline Group FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 10,589 $300K 0.08% +2,626 13F-HR Timeline Group WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 10,017 $283K 0.07% -5,313 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 8,849 $250K <0.01% new 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 8,709 $246K 0.03% -200 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 8,208 $232K <0.01% -55 13F-HR Timeline Group Chris Bulman Inc More: the full row for Chris Bulman Inc 7,908 $224K 0.14% -55 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 7,515 $213K 0.02% +345 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 7,375 $209K 0.03% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,333 $207K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,277 $205K 0.02% +7,270 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 7,176 $203K 0.12% -513 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,263 $177K 0.01% 0 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 6,000 $170K 0.04% +4,500 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,477 $155K 0.01% +900 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,116 $145K <0.01% -884 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,060 $115K 0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 4,000 $113K 0.08% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,403 $96.3K 0.02% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,089 $59.1K <0.01% -1,538 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,049 $58K <0.01% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,984 $56.1K <0.01% -25 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,378 $41K <0.01% 0 13F-HR Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 856 $24.2K 0.01% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 800 $22.6K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 676 $19.1K <0.01% -1 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/ 648 $18.3K <0.01% -1,147 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -60,676 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.