Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,782,622 $126M 1.16% +70,308 13F-HR/A Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 674,489 $47.6M 6.34% +3,824 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 654,291 $46.2M 0.06% +4,903 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 330,022 $23.3M 7.4% +934 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 260,098 $18.4M 5.46% +21,455 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 196,747 $14M 0.02% new 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 189,820 $13.4M <0.01% new 13F-HR Timeline Group B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 139,506 $9.85M 1.26% +1,732 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 116,474 $8.22M 1.44% +6,525 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 44,058 $3.11M 0.15% +2,577 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 43,396 $3.06M 1.37% +21,808 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 39,372 $2.78M 0.17% +11,931 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 30,856 $2.11M <0.01% +962 13F-HR Timeline Group Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 28,589 $2.02M 0.83% +984 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 21,710 $1.53M 0.07% 0 13F-HR Timeline KESTRA PRIVATE WEALTH SERVICES, LLC in group Kestra Advisory Services, LLC More: the full row for KESTRA PRIVATE WEALTH SERVICES, LLC 20,289 $1.43M 0.02% new 13F-HR Timeline Group Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 14,207 $1M 0.41% 0 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 13,183 $931K 0.54% +1,487 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 9,739 $688K 0.39% 0 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 8,789 $621K 0.5% 0 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 8,362 $590K 0.17% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 8,331 $588K 0.31% -14 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 6,944 $490K <0.01% -44,517 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,143 $363K <0.01% new 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 4,510 $318K 0.13% +675 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,468 $315K 0.01% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,342 $307K 0.02% 0 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 4,131 $292K 0.13% +1 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,079 $288K <0.01% new 13F-HR Timeline Group FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 4,065 $287K 0.12% +136 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,427 $242K 0.02% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 3,244 $212K 0.07% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,092 $77K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 174 $12.3K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 116 $8K <0.01% new 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 57 $4.02K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 15 $1.03K <0.01% 0 13F-HR Timeline