LPL Financial LLC More: the full row for LPL Financial LLC 8,066,365 $214M 0.07% +219,498 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 3,959,449 $105M 5.62% -293,725 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,488,245 $92.6M -73,088 Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 1,933,867 $51.4M 7.17% +16,629 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 1,773,912 $47.1M 14.99% -10,339 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,756,473 $46.7M 0.08% +112,899 13F-HR/A Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,490,215 $39.6M 6.99% +50,160 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 1,150,757 $30.6M +607,184 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,128,503 $30M 0.04% +17,648 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,019,430 $27.1M 0.05% +42,936 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 767,257 $20.4M 0.03% -246,704 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 756,648 $20.1M 0.06% -45,124 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 750,871 $19.9M 0.26% -3,055 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 738,615 $19.6M 0.92% +30,808 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 702,397 $18.7M 0.45% +29,581 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 659,729 $17.4M 2.07% +160,580 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 649,420 $17.2M 0.05% -343,892 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 569,210 $15.1M 10.15% +82,725 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 538,025 $14.3M <0.01% +277,293 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 526,162 $14M 0.35% +34,118 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 508,836 $13.5M <0.01% -20,429 13F-HR/A Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 443,723 $11.8M 0.16% -11,593 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 439,981 $11.7M 0.06% -37,718 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 426,708 $11.3M 0.06% +23,993 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 425,004 $11.3M 2.17% +20,965 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 418,721 $11.1M 2.35% +107,238 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 391,090 $10.4M 3.76% +152 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 324,697 $8.62M 0.01% -61,710 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 277,959 $7.38M 0.19% -2,020 13F-HR Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 275,408 $7.31M 5.67% +10,909 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 275,091 $7.31M 0.03% +2,178 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 221,781 $5.89M 0.07% +11,552 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 219,828 $5.84M 2.98% -32,438 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 207,698 $5.52M 0.71% -70,622 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 202,770 $5.39M 0.22% +85,708 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 200,363 $5.32M 0.35% +14,399 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 174,066 $4.68M 0.08% +14,957 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 166,343 $4.42M 0.15% -109,523 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 155,309 $4.13M 0.12% -15,313 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 134,982 $3.59M 0.04% +17,871 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 117,842 $3.13M 0.66% +60,945 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 117,378 $3.12M 0.5% +9,066 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 112,101 $2.98M 0.29% new 13F-HR Timeline Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 107,588 $2.86M 0.6% -1,401 13F-HR Timeline Group Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 106,530 $2.83M 1.5% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 106,530 $2.83M 1.5% +29,937 13F-HR Timeline Group Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 103,704 $2.75M 1.6% +30,897 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 99,994 $2.66M 0.16% -2,850 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 88,748 $2.36M 0.12% -17,373 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 86,687 $2.3M 0.56% +15,524 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 83,669 $2.22M 0.01% +848 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 82,743 $2.2M 0.42% -42,611 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 81,531 $2.17M 0.04% -546 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 80,799 $2.15M 0.02% +5,483 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 66,961 $1.78M 0.14% -1,903 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 66,202 $1.76M 0.2% +8,895 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 58,263 $1.55M <0.01% -8,545 13F-HR Timeline Group Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 56,029 $1.49M 0.67% -7,779 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 54,585 $1.45M 0.89% +5,048 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 53,960 $1.43M 0.75% +2,033 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 53,431 $1.42M 0.07% +37,559 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 53,124 $1.41M 0.26% -18,408 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 53,075 $1.41M 0.03% +9,129 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 52,466 $1.39M 0.04% -808 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 50,158 $1.33M 0.02% -6,366 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 46,230 $1.23M 0.56% -74,237 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 45,101 $1.2M 0.06% -2,960 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 44,764 $1.19M 0.89% -3,761 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 44,119 $1.17M 0.31% +3,911 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 41,916 $1.11M 0.18% +5,949 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 41,733 $1.11M 0.04% -4,184 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 41,511 $1.11M 0.23% +1,934 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 41,523 $1.1M 0.01% -1,646 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 39,907 $1.06M 0.39% +4,128 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 36,385 $966K 0.01% +7,383 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 33,980 $903K 0.03% +383 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 33,946 $902K 0.02% -144,422 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 33,913 $901K 0.03% new 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 32,645 $867K 0.67% -240 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 34,163 $852K 0.17% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 31,794 $844K <0.01% -47,553 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 31,340 $832K 0.01% +2,890 13F-HR/A Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 30,655 $814K 0.6% +675 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 30,572 $812K 0.57% -618 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 29,829 $792K 0.64% -4,099 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 28,452 $756K 0.49% -82 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 28,226 $750K 0.2% -1,281 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 27,898 $740K 0.06% -563 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 27,671 $735K 0.02% +2,265 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 27,524 $731K 0.23% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 26,626 $707K 0.02% +440 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 26,213 $696K 0.03% -6,294 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 25,583 $692K 0.33% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 25,858 $687K <0.01% +7,299 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 25,086 $666K 0.2% -1,152 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 24,522 $651K 0.13% +14,712 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 23,507 $624K 0.03% -50,960 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 23,253 $618K 0.04% new 13F-HR/A Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 23,246 $617K <0.01% +22,166 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 22,791 $605K 0.02% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 22,030 $585K 0.02% -36,560 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 21,879 $581K 0.02% -3,647 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 21,637 $575K 0.03% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 21,499 $571K 0.01% 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 21,454 $570K 0.13% -1,203 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 20,727 $551K <0.01% +296 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 19,481 $517K 0.06% -1,915 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 18,853 $503K <0.01% -15,803 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 18,566 $493K 0.07% -696 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 18,547 $493K 0.13% -5,746 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 18,527 $492K 0.03% -3,310 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 17,985 $478K 0.06% +595 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 17,969 $477K 0.01% +5,839 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 17,475 $464K 0.28% +2,000 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 17,467 $464K 0.1% -1,100 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 18,296 $457K 0.52% 0 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 16,779 $452K 0.39% +2,247 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 16,761 $445K 0.01% -3,430 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 16,280 $432K 0.01% new 13F-HR Timeline Virtus Wealth Solutions LLC More: the full row for Virtus Wealth Solutions LLC 16,198 $430K 0.09% +218 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 16,152 $429K <0.01% +197 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 15,587 $415K 0.37% new 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 15,469 $411K 0.22% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 14,995 $404K 0.01% -2,350 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 15,100 $401K 0.05% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 15,058 $400K 0.01% -4,765 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 15,024 $399K 0.02% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 14,538 $386K 0.18% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 13,188 $358K 0.12% +4,137 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 12,854 $341K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 12,656 $336K 0.02% -23,322 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 12,470 $331K 0.02% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 11,596 $308K 0.01% -151 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,868 $289K <0.01% -47,269 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 10,766 $286K 0.04% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 10,600 $282K 0.03% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 10,549 $280K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10,361 $275K 0.03% +633 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 10,280 $273K 0.03% 0 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 10,135 $269K 0.13% +490 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 9,704 $258K 0.15% -1,555 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 9,680 $257K 0.18% -153 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 8,991 $239K 0.02% -53 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,986 $239K <0.01% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 8,902 $236K 0.02% 0 13F-HR Timeline Group Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 8,628 $229K 0.17% -5,040 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 8,243 $219K 0.04% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 8,146 $216K 0.01% 0 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 8,105 $215K 0.06% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7,926 $211K <0.01% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,819 $208K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,251 $139K <0.01% +3,673 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,146 $110K <0.01% +538 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3,645 $96.8K 0.03% -1,625 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,972 $78.9K <0.01% new 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,105 $55.9K 0.01% -3,981 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,435 $38.1K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,220 $32.4K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,150 $30.5K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 633 $16.8K <0.01% +48 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 469 $12.5K 0.01% -513 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 358 $9.51K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 235 $6.24K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 150 $3.98K <0.01% 0 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4 $106 <0.01% -18,157 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2 $53 <0.01% -1 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.