Cetera Investment Advisers More: the full row for Cetera Investment Advisers 255,410 $6M 0.01% +202,672 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 191,316 $4.49M 3.71% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 173,267 $4.07M 0.01% new 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 170,860 $4.01M <0.01% new 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 170,319 $4M 0.05% new 13F-HR/A Timeline Group Sequent Planning LLC More: the full row for Sequent Planning LLC 140,875 $3.31M 1.05% +52,146 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 119,068 $2.8M 0.01% +36,421 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 113,868 $2.67M 0.25% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 109,516 $2.57M <0.01% +67,097 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 89,930 $2.11M <0.01% +41,768 13F-HR Timeline Group Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 50,100 $1.04M 0.63% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 37,628 $884K <0.01% +7,900 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 30,592 $719K 0.02% +987 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 26,572 $624K 0.01% +10,212 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 25,131 $590K 0.44% +4,930 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 24,099 $566K 0.01% +500 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 23,428 $550K <0.01% +4,288 13F-HR/A Timeline Group UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 20,250 $476K 0.14% +7,250 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 18,255 $429K 0.05% -7,450 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 17,926 $421K 0.02% -4,874 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 17,860 $420K 0.01% +1,095 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 14,663 $344K 0.01% +1,000 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 15,135 $327K 0.03% +1,500 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 13,362 $314K 0.11% +7,588 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 12,389 $291K 0.1% new 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 11,188 $263K 0.02% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 9,765 $229K 0.06% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,252 $217K <0.01% -89,438 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 3,000 $70.4K 0.02% -5,000 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,041 $47.9K <0.01% -904 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,250 $29.4K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 750 $17.6K <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2 $47 <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.