AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,490,040 $105M 0.88% +79,340 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 758,212 $22.7M 9.13% +441,340 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 639,780 $19.2M 0.03% +8,479 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 573,722 $17.2M 8.63% -19,508 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 461,261 $13.8M 0.03% +149,661 13F-HR Timeline Group Wellment Financial More: the full row for Wellment Financial 292,013 $8.75M 11.54% +12,680 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 244,709 $7.33M 2.04% -5,059 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 242,967 $7.28M 2.11% +1,126 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 239,909 $7.19M <0.01% +167,907 13F-HR Timeline Group AMERICAN ASSET MANAGEMENT INC. More: the full row for AMERICAN ASSET MANAGEMENT INC. 185,757 $5.56M 5.53% -6,955 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 158,716 $4.75M 1.58% +32,415 13F-HR/A Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 138,735 $4.16M 0.02% +103 13F-HR Timeline Group Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 99,670 $2.99M 0.39% -4,994 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 83,988 $2.52M <0.01% +21,566 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 83,554 $2.5M 0.08% -6,102 13F-HR Timeline Group TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 80,180 $2.4M 0.45% 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 70,288 $2.11M 1.01% +30,693 13F-HR/A Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 61,441 $1.79M 0.1% +6,877 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 56,990 $1.71M 0.02% -18,575 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 56,509 $1.69M 0.05% +507 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 54,571 $1.63M 0.32% -1,356 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 52,846 $1.58M 0.57% -5,094 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 48,785 $1.46M 1.16% +9,033 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 47,709 $1.43M <0.01% new 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 40,783 $1.22M -21,721 Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 37,800 $1.13M 0.23% +29,657 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 34,447 $1.03M 0.04% +14,595 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 33,197 $994K 0.1% +2,263 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 33,000 $991K 0.03% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 30,663 $918K 0.67% -1,024 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 29,666 $888K 0.6% +16,764 13F-HR/A Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 28,218 $845K 0.96% +875 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 26,725 $800K 0.52% +1,296 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 26,048 $780K <0.01% +586 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 24,807 $743K 0.58% -56,008 13F-HR/A Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 23,052 $690K 0.1% -421 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 20,923 $627K <0.01% new 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 20,591 $617K 0.03% -2,318 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 18,995 $569K 0.67% -1,848 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 17,722 $531K 0.03% +11,578 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 14,061 $421K <0.01% +3,365 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 13,985 $419K 0.03% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 12,898 $386K <0.01% new 13F-HR Timeline Group Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 12,890 $386K 0.06% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 12,214 $366K <0.01% +878 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 12,103 $362K 0.39% +6,486 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 11,814 $354K 0.29% -530 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 11,504 $345K 0.03% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 11,380 $341K <0.01% new 13F-HR Timeline Group Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 11,000 $329K 0.2% +1,200 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 10,858 $325K 0.21% -25,165 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 10,750 $322K 0.1% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 10,155 $304K <0.01% new 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,323 $279K <0.01% 0 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 9,144 $274K 0.21% 0 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 8,460 $253K 0.12% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 7,855 $235K 0.03% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,067 $212K 0.01% +155 13F-HR/A Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 7,050 $211K 0.01% -283 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,213 $211K 0.04% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 6,845 $205K 0.02% -100 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,750 $202K 0.01% -324 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6,201 $186K 0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 5,542 $166K 0.13% +3,991 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 5,101 $153K 0.07% -33 13F-HR Timeline Allianz Investment Management U.S. LLC in group Allianz SE More: the full row for Allianz Investment Management U.S. LLC 5,000 $147K 0.01% 0 13F-HR Timeline Group Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 1,749 $52.4K 0.05% -3,418 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,246 $37.3K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 1,218 $36.5K 0.01% +11 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,140 $34.1K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 988 $29.6K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 800 $23K <0.01% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 631 $18.9K 0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 224 $6.71K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 20 $599 <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.