Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 573,140 $17.8M 4.57% +13,287 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 350,294 $10.9M 0.01% +124,086 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 296,511 $9.19M 0.02% -29,964 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 244,355 $7.57M <0.01% +1,743 13F-HR Timeline Group Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 221,902 $6.88M 2.93% +9,783 13F-HR Timeline Group Sequent Planning LLC More: the full row for Sequent Planning LLC 188,848 $5.85M 1.85% -6,223 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 180,251 $5.59M <0.01% +101,350 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 160,797 $4.98M 0.02% -104,374 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 149,435 $4.63M 0.01% -15,867 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 139,496 $4.32M 0.01% -70,143 13F-HR/A Timeline Group ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 127,776 $3.96M 1.52% -2,141 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 118,052 $3.66M <0.01% -26,050 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 103,509 $3.21M 0.42% new 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 82,065 $2.54M 0.35% 0 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 $2.54M 0.01% 0 13F-HR/A Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 73,749 $2.29M 0.03% +1,531 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 73,558 $2.28M +8,183 Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 60,637 $1.88M 0.01% -795 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 58,688 $1.82M 0.57% -1,410 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 50,940 $1.58M 1.2% +4,811 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 50,455 $1.56M 0.04% -2,156 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 47,560 $1.47M 0.17% -485 13F-HR Timeline Group Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 44,517 $1.38M 0.21% +29,105 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 39,910 $1.24M 0.09% -1,036 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 38,759 $1.2M 0.01% -835 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 36,107 $1.12M <0.01% -27,560 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 35,700 $1.11M 0.08% -3,975 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 35,084 $1.09M 0.1% +27,569 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 34,935 $1.08M 0.26% +2,678 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 34,230 $1.06M 0.09% -1,244 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 33,574 $1.05M 0.02% +2,806 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 33,460 $1.04M <0.01% -300 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 32,386 $1M 0.41% +596 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 31,140 $965K <0.01% -2,692 13F-HR Timeline Group FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 30,273 $938K 0.43% -154 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 28,961 $898K 0.26% -1,071 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 27,638 $857K 0.58% -6,723 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 27,296 $846K 0.1% +9,935 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 26,650 $826K <0.01% +1,205 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 25,962 $805K 0.11% +11,282 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 25,596 $793K <0.01% -1,442 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 24,587 $762K 0.28% -20 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 23,612 $732K 0.02% +1 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 23,493 $728K 0.02% new 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 22,500 $697K 0.04% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 22,173 $687K 0.09% +2,100 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 21,720 $673K 0.04% -100 13F-HR Timeline Group Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 21,113 $654K 0.15% +825 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 $587K 0.02% 0 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 16,257 $504K 0.01% -8,806 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 16,121 $500K 0.01% new 13F-HR Timeline Group Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 17,062 $483K 0.29% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 15,344 $476K 0.14% -1,355 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 14,859 $460K 0.02% -1,178 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 14,745 $457K <0.01% 0 13F-HR/A Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 14,275 $446K 0.08% +570 13F-HR/A Timeline Kaye Capital Management More: the full row for Kaye Capital Management 13,724 $425K 0.16% -5,963 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 13,724 $425K 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 12,305 $381K <0.01% +3,456 13F-HR Timeline Group FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 12,086 $375K 0.1% +1,497 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 11,851 $372K 0.01% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 11,363 $352K 0.03% new 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 11,272 $349K 0.26% -1,109 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 10,839 $336K 0.01% new 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 10,017 $310K 0.07% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,570 $266K <0.01% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 8,511 $264K 0.03% -198 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,200 $254K 0.01% -3,500 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 8,189 $254K <0.01% -19 13F-HR Timeline Group Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 8,070 $250K 0.13% +894 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 7,889 $244K 0.14% -19 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,333 $227K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,277 $225K 0.02% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 6,829 $212K <0.01% new 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,263 $194K 0.01% 0 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 6,000 $185K 0.04% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,551 $172K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,600 $143K <0.01% -516 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,577 $136K 0.01% -900 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,060 $126K 0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,984 $61.5K <0.01% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,000 $31K <0.01% -378 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,000 $31K 0.01% +200 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 940 $29.1K <0.01% new 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 856 $26.5K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 674 $20.9K <0.01% -2 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 618 $19.2K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 573 $17.8K <0.01% -2,830 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 269 $8.54K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 230 $7.13K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 29 $899 <0.01% -2,060 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.