ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,260,586 $95.2M 7.21% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 1,051,728 $79.5M 4.94% new 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 625,552 $47.3M 12% +616,934 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 605,802 $45.8M 1.64% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 544,296 $41.1M 0.01% +490,728 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 474,980 $35.9M 0.01% new 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 339,212 $25.6M 0.33% new 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 339,141 $25.6M 0.44% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 301,031 $22.7M 1.22% +226,216 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 300,977 $22.7M 6.6% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 278,968 $21.1M 0.01% new 13F-HR Timeline Group Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 272,127 $20.6M 3.01% +161,189 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 155,700 $11.8M 0.01% new 13F-HR Timeline Group SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 146,991 $11.1M 4.05% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 145,736 $11M 0.3% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 144,489 $10.9M <0.01% +129,770 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 143,141 $10.8M 3.02% +30,404 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 138,110 $10.4M 0.47% +129,357 13F-HR Timeline Group HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 121,941 $9.21M 3.76% +109,390 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 108,893 $8.23M 0.01% new 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 108,874 $8.23M 0.01% +91,231 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 100,940 $7.63M 0.01% +86,352 13F-HR Timeline Group CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 94,125 $7.11M 2.18% -17,608 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 92,646 $7M 4.38% new 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 90,205 $6.81M 2.24% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 76,877 $5.8M 0.09% new 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 73,266 $5.54M 2.29% +55,145 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 68,076 $5.14M 3.51% +16,302 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 66,110 $4.99M 1.92% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 57,476 $4.34M 0.04% +29,312 13F-HR Timeline Group Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 57,283 $4.33M 1.95% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 53,969 $4.08M 0.17% new 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 50,000 $3.78M 2.8% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 49,782 $3.76M 0.09% new 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 48,393 $3.66M 2% new 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 47,268 $3.57M 0.17% +41,945 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 47,240 $3.57M 0.98% -11,908 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 46,014 $3.47M 0.01% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 44,909 $3.39M 0.7% +37,347 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 42,904 $3.24M <0.01% +34,091 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 38,864 $2.93M 0.2% +28,901 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 38,679 $2.92M 0.39% new 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 37,696 $2.85M 0.77% -13,937 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 35,681 $2.7M 0.95% +31,794 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 35,165 $2.66M 0.02% new 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 33,526 $2.53M 0.23% +6,769 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 32,722 $2.47M 0.05% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 31,769 $2.4M 0.1% 0 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 31,106 $2.35M 0.41% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 30,523 $2.31M 0.35% new 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 26,965 $2.04M 1.02% +21,570 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 26,596 $2.01M 0.94% +78 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 25,000 $1.89M 0.17% new 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 23,668 $1.79M 0.75% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 21,740 $1.64M <0.01% +1,836 13F-HR Timeline KESTRA PRIVATE WEALTH SERVICES, LLC in group Kestra Advisory Services, LLC More: the full row for KESTRA PRIVATE WEALTH SERVICES, LLC 20,795 $1.57M 0.02% new 13F-HR Timeline Group PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 19,852 $1.5M 0.48% new 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 19,787 $1.49M 0.46% -4,136 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 19,700 $1.49M 0.14% new 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 19,558 $1.48M 0.34% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 19,338 $1.46M 0.23% +15,603 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 19,222 $1.45M 0.08% +4,618 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 18,444 $1.39M 0.04% +8,874 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 17,361 $1.31M <0.01% new 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 17,319 $1.31M 0.13% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 15,811 $1.19M 0.03% new 13F-HR Timeline Group Burton Enright Welch More: the full row for Burton Enright Welch 15,663 $1.18M 0.21% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 15,656 $1.18M 0.03% -7,478 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 15,293 $1.16M <0.01% +3,536 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 14,037 $1.06M <0.01% new 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 13,502 $1.02M <0.01% new 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 13,254 $1M <0.01% +9,777 13F-HR Timeline Group Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 12,566 $949K 0.44% +213 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 11,463 $866K 0.55% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 11,170 $844K 0.04% -54,111 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 11,123 $840K 0.09% new 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 10,816 $817K 0.59% new 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 9,965 $753K 0.18% new 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 9,843 $744K 0.1% new 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 9,545 $721K 0.42% +1,186 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 9,376 $708K 0.47% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 9,018 $681K 0.01% new 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 8,883 $671K 0.3% new 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 8,344 $630K 0.12% new 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 8,288 $626K 0.1% new 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 7,663 $579K 0.24% new 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 7,500 $567K 0.38% -2,750 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 7,474 $565K 0.46% new 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 6,886 $520K 0.06% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,810 $514K 0.03% new 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/ 6,447 $487K <0.01% new 13F-HR Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 6,335 $479K 0.08% new 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 6,264 $473K 0.06% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 6,230 $471K 0.07% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 6,225 $470K <0.01% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 6,039 $456K 0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,834 $441K <0.01% new 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,705 $431K <0.01% -350 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 5,424 $410K 0.12% new 13F-HR/A Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 5,342 $403K 0.17% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,300 $400K <0.01% new 13F-HR Timeline Group Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 5,144 $388K 0.01% new 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,027 $380K <0.01% new 13F-HR/A Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,426 $334K <0.01% +26 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 4,391 $332K 0.02% +995 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 4,325 $327K 0.2% +25 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 4,310 $326K 0.03% new 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 4,303 $325K 0.21% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,015 $303K 0.01% -15,126 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 3,900 $295K 0.07% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,437 $260K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,397 $257K <0.01% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,385 $256K 0.16% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,182 $240K 0.02% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 3,100 $234K <0.01% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,016 $228K <0.01% new 13F-HR Timeline Group Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 2,982 $225K <0.01% new 13F-HR Timeline Group Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,867 $217K 0.03% new 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 2,827 $214K 0.09% new 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 2,805 $212K 0.08% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,715 $205K 0.01% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,690 $203K 0.11% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,680 $202K 0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,992 $150K 0.06% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,240 $93.7K 0.03% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,059 $80K <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 930 $70.3K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 762 $57.6K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 542 $41K 0.01% -458 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 403 $30.4K 0.01% +317 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 154 $11K <0.01% +1 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 66 $4.99K <0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 14 $1.06K <0.01% new 13F-HR Timeline Group Gould Capital, LLC More: the full row for Gould Capital, LLC 13 $982 <0.01% new 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.