OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 635,714 $30.2M 8.32% -50,023 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 241,243 $11.5M <0.01% -4,336 13F-HR Timeline Group Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 209,979 $9.99M 2.19% 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 194,395 $9.25M <0.01% +18,412 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 152,738 $7.27M 0.01% -114,517 13F-HR Timeline Group Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 147,614 $7.02M 1.16% -358 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 142,861 $6.85M 1.05% -17,126 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 141,714 $6.74M 0.01% -1,165 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 120,134 $5.71M 0.96% -7,182 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 116,203 $5.58M 4.12% -7,913 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 115,217 $5.47M 0.32% +9,990 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 113,854 $5.41M 0.84% 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 109,046 $5.19M 1.05% -31,312 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 94,858 $4.51M 0.01% -13,874 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 94,168 $4.48M 0.02% -647 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 89,639 $4.26M <0.01% +3,093 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 80,343 $3.82M 0.01% -875 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 76,287 $3.63M <0.01% +3,802 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 73,159 $3.48M 1.1% -3,748 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 62,281 $2.96M 2.03% -5,454 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 60,058 $2.86M 0.86% -2,626 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 59,146 $2.81M 0.79% -7,113 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 38,107 $1.81M <0.01% -20,593 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 37,966 $1.81M 0.06% 0 13F-HR Timeline Group SMART Wealth LLC More: the full row for SMART Wealth LLC 27,411 $1.3M 0.4% -2,415 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 27,232 $1.3M 0.34% -22,534 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 27,229 $1.3M 0.03% +952 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 27,174 $1.29M 0.06% +3,234 13F-HR/A Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 25,323 $1.2M 0.08% 0 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 24,143 $1.15M 0.35% -848 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 22,974 $1.09M <0.01% -3,985 13F-HR/A Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 20,379 $969K 0.08% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 19,735 $939K 0.05% -725 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 19,635 $934K 0.1% -627 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 19,568 $931K 0.02% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 19,082 $908K 0.01% +2,465 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 18,970 $902K 0.04% -1,181 13F-HR Timeline Group Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 18,725 $891K 0.45% -2,534 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 18,616 $886K 0.67% 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 18,258 $869K 0.12% -435 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 17,630 $839K 0.02% -195 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 17,552 $835K <0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 17,373 $826K -22,766 Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 17,300 $823K 0.02% 0 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 17,467 $801K <0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 16,511 $785K <0.01% +4,418 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 15,421 $734K <0.01% -1,865 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 15,095 $718K 0.04% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 14,745 $701K <0.01% -93 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 13,727 $653K <0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 13,048 $621K 0.23% -5,100 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 12,645 $602K 0.18% -1,241 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 12,455 $592K 0.08% -963 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,163 $579K 0.01% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,789 $563K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 11,286 $537K 0.44% -67 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 11,022 $524K 0.01% +107 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 11,021 $524K 0.56% 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,300 $490K 0.01% -1,900 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 10,169 $484K 0.1% -543 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 10,000 $476K 0.04% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 9,517 $453K 0.02% new 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 8,638 $411K 0.05% 0 13F-HR/A Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 8,585 $408K 0.01% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 8,543 $406K 0.03% +1,464 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 7,848 $373K 0.04% -1,333 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 7,810 $372K 0.03% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 7,690 $366K 0.02% -8 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 7,800 $364K 0.04% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 7,630 $363K 0.02% -87 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,617 $362K <0.01% -1,049 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,530 $358K <0.01% -1,673 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 7,481 $356K 0.13% -15,095 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 7,010 $334K 0.28% -188 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 7,007 $333K 0.03% -3,100 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 6,592 $314K 0.13% -225 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 6,550 $312K 0.01% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,432 $306K <0.01% 0 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,284 $299K <0.01% new 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 6,131 $292K 0.15% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,104 $290K 0.02% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 6,000 $285K 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. 5,885 $280K 0.02% 0 13F-HR Timeline Group Five Pine Wealth Management More: the full row for Five Pine Wealth Management 5,851 $278K 0.18% -20 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 5,845 $278K 0.09% -125 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 5,700 $271K 0.02% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,641 $270K 0.01% new 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 5,489 $261K 0.03% -13 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,331 $254K 0.03% -562 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 5,221 $248K 0.06% -265 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,137 $244K 0.05% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 5,094 $242K 0.02% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,781 $227K 0.03% -1,501 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,659 $222K <0.01% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,550 $216K 0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,500 $214K <0.01% -4,973 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,858 $184K <0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 3,644 $173K <0.01% -505 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 2,595 $123K 0.03% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,658 $78.9K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,423 $67.7K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,145 $54.5K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,100 $52.3K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 917 $43.6K <0.01% -43 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 752 $35.8K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 750 $35.7K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 707 $33.6K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 700 $33.3K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 630 $30K <0.01% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 500 $23.8K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 492 $23.4K <0.01% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 205 $9.75K <0.01% 0 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 140 $7K <0.01% -394 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 133 $6.34K <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 60 $2.85K <0.01% 0 13F-HR Timeline