OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 589,876 $29.6M 7.34% -29,362 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 273,960 $13.7M <0.01% +57,032 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 237,543 $11.9M <0.01% -3,229 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 203,612 $10.2M 0.2% new 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 163,972 $8.22M 1.75% -39,379 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 144,633 $7.25M 0.97% -5,850 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 141,107 $7.08M 0.97% -1,504 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 134,564 $6.75M 0.01% -12,557 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 133,976 $6.72M 0.01% -6,482 13F-HR Timeline Group WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 104,449 $5.24M 3.56% -3,518 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 101,806 $5.11M 0.78% -7,692 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 96,489 $4.84M 0.83% -10,721 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 89,771 $4.5M <0.01% +16,111 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 86,157 $4.33M 0.49% -1,483 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 84,669 $4.25M <0.01% -9,619 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 82,023 $4.11M 0.01% -43,292 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 77,473 $3.88M 0.2% -60,218 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 73,130 $3.67M 0.98% -387 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 69,858 $3.5M 0.01% -4,405 13F-HR/A Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 58,637 $2.94M 0.78% -714 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 53,580 $2.69M 0.63% -91 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 52,997 $2.66M 1.47% -3,391 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 38,384 $1.92M +22,347 Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 36,996 $1.86M 0.02% +1,214 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 36,052 $1.81M 0.39% +5,902 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 34,770 $1.74M <0.01% -1,162 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 29,040 $1.46M 0.04% -7,926 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 27,620 $1.39M 0.07% +446 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 25,680 $1.29M 1.07% 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 24,706 $1.24M <0.01% +2,529 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 23,397 $1.17M <0.01% +3,585 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 23,332 $1.17M 0.26% -509 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 22,952 $1.15M <0.01% +429 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 22,576 $1.13M 0.06% 0 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 20,741 $1.04M 0.31% -3,402 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 20,373 $1.02M 0.06% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 19,541 $980K 0.02% -13 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 17,684 $887K 0.54% -880 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 17,552 $880K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 17,304 $867K <0.01% new 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 17,207 $863K 0.09% -876 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 17,116 $858K 0.02% -366 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 16,581 $831K 0.02% -719 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 16,147 $810K 0.08% -2,488 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 16,143 $809K 0.39% -48 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 15,351 $770K <0.01% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 14,887 $746K 0.03% -1,114 13F-HR Timeline Group Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 13,048 $654K 0.21% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 12,341 $619K <0.01% -235 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 12,243 $614K 0.01% +976 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 11,750 $589K 0.01% -413 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 11,515 $577K 0.06% -940 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 11,357 $569K <0.01% 0 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 10,753 $539K 0.14% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,439 $523K <0.01% +3,347 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 10,377 $520K 0.31% -225 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,300 $516K 0.01% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,039 $505K <0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,473 $475K <0.01% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 9,019 $452K 0.07% -560 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,923 $447K <0.01% -2,675 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 8,585 $430K <0.01% 0 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 7,800 $392K 0.04% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 7,595 $381K 0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 7,403 $371K 0.02% -1,120 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 7,200 $361K <0.01% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 6,953 $349K 0.02% -31 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,891 $346K 0.01% -134 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 6,736 $338K 0.02% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,629 $332K <0.01% +197 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,608 $331K 0.02% -2 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 6,550 $328K 0.01% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,234 $313K <0.01% 0 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 6,131 $307K 0.12% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 6,000 $301K 0.09% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 5,998 $301K 0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,905 $296K 0.02% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,885 $295K 0.01% 0 13F-HR Timeline Group Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 5,845 $293K 0.08% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 5,700 $286K 0.02% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,641 $283K 0.01% 0 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 5,507 $276K 0.16% -344 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 5,340 $268K 0.03% -5 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,157 $259K <0.01% 0 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 5,139 $258K 0.1% -1,218 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,137 $258K 0.05% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 5,094 $255K 0.02% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,026 $252K 0.03% -485 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,791 $240K <0.01% +132 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,786 $240K <0.01% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,594 $230K <0.01% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,553 $228K 0.02% 0 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 4,508 $226K 0.05% -498 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 4,159 $209K 0.04% new 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 4,009 $201K <0.01% +29 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,858 $193K <0.01% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,200 $110K <0.01% +1,100 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 1,762 $88.3K 0.07% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,658 $83.1K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,500 $75.2K 0.01% -1,095 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,145 $57.4K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,085 $54.4K <0.01% -25 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 752 $37.7K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 750 $37.6K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 700 $35.1K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 638 $32K <0.01% -37 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 630 $31.6K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 561 $28.1K <0.01% -146 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 500 $25.1K <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 265 $13.3K <0.01% +65 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 203 $10.2K <0.01% 0 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 198 $9.93K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 166 $8.32K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 133 $6.66K <0.01% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 91 $4.66K <0.01% 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 60 $3.01K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 46 $2.31K <0.01% new 13F-HR Timeline