OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 693,828 $30.8M 9.52% -68,710 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 273,215 $12.1M 2.6% +83,053 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 268,871 $11.9M 0.93% +90,208 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 247,673 $11M <0.01% -15,894 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 243,848 $10.8M 0.02% +61,267 13F-HR/A Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 164,405 $7.44M 1.3% -718 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 167,509 $7.44M <0.01% +4,449 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 166,932 $7.42M 0.59% -10,334 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 159,132 $7.07M 1.66% -10,334 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 149,625 $6.65M 0.01% -628 13F-HR Timeline Group Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 148,976 $6.62M 1.27% -3,142 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 147,299 $6.54M 1.79% new 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 130,397 $5.79M 4.79% -2,320 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 96,632 $4.29M 0.02% -2,023 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 91,757 $4.08M 0.02% -1,261 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 88,112 $3.91M 2.87% -12,365 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 86,702 $3.85M 1.4% +3,231 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 82,155 $3.65M 0.01% -3,620 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 74,424 $3.33M 0.25% +39,569 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 62,783 $2.79M <0.01% -11,816 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 49,907 $2.22M 0.01% -1,181 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 48,732 $2.16M <0.01% +6,495 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 44,507 $1.98M 0.05% +32,638 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 43,583 $1.94M 0.07% -5,108 13F-HR Timeline Group Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 43,404 $1.93M 0.58% -1,558 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 43,854 $1.84M 0.16% +14,764 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 37,304 $1.66M 0.12% new 13F-HR Timeline Group SMART Wealth LLC More: the full row for SMART Wealth LLC 31,979 $1.42M 0.45% -1,100 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 27,772 $1.23M -23,642 Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 26,959 $1.2M <0.01% -5,469 13F-HR/A Timeline Group Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 24,991 $1.11M 0.37% -236 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 22,576 $1M 0.08% 0 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 22,576 $1M 0.38% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 22,496 $999K 0.03% +4,107 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 21,193 $941K <0.01% +4,528 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 20,262 $900K 0.12% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 19,420 $863K 0.04% -5,300 13F-HR Timeline Group Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 18,805 $835K 0.43% -3,636 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 18,148 $806K 0.33% +7,800 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 18,043 $802K 0.13% -4,703 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 17,552 $780K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 16,304 $724K 0.02% -2,240 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 16,239 $721K <0.01% -415 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 15,175 $674K <0.01% -283 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 14,443 $642K 0.2% -3,977 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13,939 $624K <0.01% -5,353 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 13,278 $590K 0.01% +3,368 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 12,818 $569K 0.09% +5,008 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,163 $554K 0.01% -192 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 12,205 $542K <0.01% +377 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 12,200 $542K 0.02% -800 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 12,170 $541K 0.04% -586 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 11,360 $505K 0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 11,353 $504K 0.62% 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 10,929 $485K <0.01% -138,896 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 10,000 $444K 0.05% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 10,000 $444K 0.04% -2,060 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 9,965 $443K <0.01% +3,559 13F-HR Timeline Group LVZ, Inc. More: the full row for LVZ, Inc. 8,638 $384K 0.05% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 8,585 $381K 0.01% 0 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 7,872 $350K 0.03% -655 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 7,729 $343K 0.02% -799 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,600 $338K <0.01% new 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 7,396 $334K 0.29% -500 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 7,357 $327K 0.08% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 6,999 $311K <0.01% +203 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,980 $310K <0.01% -18,415 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 6,550 $291K 0.22% 0 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 6,364 $283K 0.05% -310 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,300 $280K 0.01% -282 13F-HR Timeline Group JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 6,131 $272K 0.19% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 6,000 $267K 0.09% 0 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 5,970 $265K 0.12% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,895 $261K 0.02% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 5,746 $255K 0.07% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 5,700 $253K 0.03% 0 13F-HR Timeline Group WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 5,641 $251K 0.09% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,565 $247K 0.02% 0 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,265 $234K 0.01% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,137 $228K 0.05% 0 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 4,940 $219K 0.22% -398 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 4,921 $219K 0.03% -1 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 4,722 $210K 0.16% -337 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,621 $205K 0.05% -504 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 4,589 $204K <0.01% +2,112 13F-HR/A Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,085 $181K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,658 $73.7K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,423 $63.2K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,248 $55.4K <0.01% +141 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,145 $50.9K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,100 $48.9K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 964 $42.8K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 700 $31.1K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 630 $28K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 561 $24.9K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 537 $23.9K <0.01% -11,715 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 500 $22.2K <0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 265 $12K <0.01% new 13F-HR/A Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 220 $9.77K <0.01% 0 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 205 $9.11K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 125 $5.55K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 60 $2.67K <0.01% 0 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.