Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 735,946 $31M 1.86% +7,338 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 366,200 $15.4M 0.18% -14,821 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 270,463 $11.4M 0.03% -27,653 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 253,621 $10.5M 0.01% -40,794 13F-HR Timeline Group Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 232,425 $9.8M 1.17% +735 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 215,460 $9.08M 2% -2,181 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 200,925 $8.47M <0.01% +223 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 187,864 $7.92M 0.02% -7,057 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 145,847 $6.15M 0.01% +19,748 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 136,111 $5.74M 2.16% -21,226 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 134,876 $5.68M 0.03% -3,465 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 106,422 $4.49M 0.07% -2,392 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 98,783 $4.16M <0.01% +17,932 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 91,091 $3.84M 0.1% -170 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 77,595 $3.27M <0.01% -8,157 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 71,467 $3.01M 0.3% -4,439 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 63,208 $2.66M 0.01% -14,364 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 58,052 $2.45M 0.17% +17,145 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 58,052 $2.45M 0.03% +17,145 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 50,876 $2.14M 0.37% +164 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 47,033 $1.98M 0.58% -9 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 44,089 $1.86M 0.4% -661 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 42,779 $1.8M 0.76% 0 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 41,425 $1.75M 1.38% -8,897 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 40,730 $1.72M 0.06% -28,975 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 35,709 $1.5M 0.13% -18,930 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 31,868 $1.34M 0.06% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 30,445 $1.28M <0.01% -18,258 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 27,969 $1.18M 0.02% -4,012 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 27,862 $1.17M 0.04% +7,412 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 27,735 $1.17M <0.01% +1,180 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 27,700 $1.17M <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 25,659 $1.08M 0.02% +53 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 24,180 $1.02M <0.01% -6,246 13F-HR Timeline Group BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 23,063 $972K 0.16% 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. 20,400 $860K 0.02% -7,350 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 17,724 $747K <0.01% -2,403 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 17,273 $728K 0.16% -1,500 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 15,979 $673K 0.24% -125 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 15,853 $668K 0.04% +5,854 13F-HR Timeline Group Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 15,652 $660K 0.25% 0 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 15,388 $649K 0.21% -3,829 13F-HR/A Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 15,067 $635K 0.65% -3 13F-HR/A Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 13,400 $565K 0.33% -500 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 12,663 $534K 0.26% -2,018 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 12,558 $529K 0.01% +4,957 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 12,540 $529K 0.02% -11,332 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 11,966 $504K 0.01% -302 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 11,665 $492K <0.01% 0 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 11,443 $482K 0.07% -1 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 11,340 $478K 0.04% +1,484 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 10,618 $447K 0.18% -51,436 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 10,216 $431K 0.03% -50 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 9,664 $407K 0.02% -366 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 9,235 $389K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 9,135 $385K 0.27% -937 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 9,035 $381K 0.12% -50 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 8,998 $379K 0.26% -6,684 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 8,989 $379K 0.06% -1,145 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 8,492 $358K 0.2% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 8,315 $350K 0.09% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 8,135 $343K 0.01% 0 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 8,091 $341K 0.23% -101 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 8,002 $337K 0.02% -559 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,000 $337K <0.01% +200 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 7,517 $317K 0.14% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 7,269 $306K <0.01% +1,219 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 7,219 $304K 0.13% -90 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 6,985 $300K 0.24% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 7,073 $298K <0.01% new 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 6,846 $289K 0.01% -1,218 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 6,772 $285K 0.12% 0 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 6,186 $261K 0.21% -849 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,017 $255K 0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 5,450 $230K <0.01% new 13F-HR Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 5,416 $228K 0.12% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,376 $227K <0.01% -347 13F-HR/A Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 5,321 $224K 0.07% -650 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 5,220 $220K 0.14% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 5,220 $219K 0.06% -4,895 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 5,109 $215K 0.17% -274 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,063 $213K <0.01% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 5,000 $211K <0.01% 0 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 4,967 $209K <0.01% 0 13F-HR Timeline Group Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,950 $209K 0.1% new 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 4,774 $201K <0.01% +2,249 13F-HR/A Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,128 $174K 0.01% -675 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,958 $167K 0.03% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,661 $154K 0.02% -115 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,200 $135K 0.04% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,921 $81K 0.01% -314 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,650 $69.5K 0.02% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,642 $69.2K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,490 $62.8K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,328 $56K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,294 $54.5K <0.01% -6 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,060 $44.7K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 780 $32.9K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 774 $32.6K 0.01% -825 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 643 $27.1K <0.01% -222 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 384 $16K <0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 327 $13.8K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 300 $12.6K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 222 $9.36K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 29 $1.23K <0.01% 0 13F-HR Timeline