Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 228,293 $10.6M 0.05% +10,748 13F-HR Timeline Group WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 124,137 $5.83M 4.57% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 117,466 $5.46M <0.01% +63,814 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 99,532 $4.63M 0.01% -8,983 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 96,229 $4.44M 0.01% +17,849 13F-HR Timeline Group 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 90,357 $4.2M 0.22% +6,969 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 79,253 $3.69M 0.8% -16,118 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 74,599 $3.47M 0.61% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 72,455 $3.37M 0.01% +40,916 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 64,674 $3.01M <0.01% +7,509 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 61,261 $2.85M <0.01% +3,841 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 61,018 $2.84M 0.05% -27,297 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 60,579 $2.82M <0.01% +8,854 13F-HR Timeline Group Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 52,982 $2.46M 0.73% -512 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 39,341 $1.83M 0.71% -121 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 38,720 $1.8M 0.04% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 38,452 $1.79M 0.29% -225 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 36,554 $1.7M 0.61% +812 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 36,392 $1.69M 0.04% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 34,997 $1.63M <0.01% -127 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 31,065 $1.44M 1.02% -4,264 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 29,819 $1.39M 0.05% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 26,922 $1.25M 0.6% +1,128 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 25,547 $1.19M <0.01% 0 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 22,803 $1.06M 0.1% +2,522 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 19,976 $929K 0.08% -37 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 19,755 $919K <0.01% -1,339 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 19,372 $901K 0.04% +7 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 19,073 $887K 0.06% +2,133 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 18,631 $866K <0.01% -2,091 13F-HR/A Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 17,523 $815K 0.01% 0 13F-HR Timeline Group Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 17,000 $795K 0.03% 0 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 16,616 $773K 0.03% -23,674 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 15,461 $719K 0.1% -63 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 15,424 $717K 0.5% -1,673 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 14,256 $663K 0.01% -2,150 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 13,833 $643K 0.66% -2,159 13F-HR/A Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 13,633 $634K 0.01% -231 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 12,825 $596K <0.01% +770 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,725 $592K <0.01% +2,311 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,449 $581K 0.01% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 12,094 $562K 0.01% -527 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 11,522 $536K 0.09% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 11,428 $531K 0.06% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 10,867 $505K <0.01% +230 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 10,250 $477K 0.04% -943 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 10,220 $475K 0.03% -5,177 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 9,972 $464K 0.26% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 8,785 $409K <0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,625 $401K 0.01% 0 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 8,423 $392K 0.11% +583 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 7,357 $342K 0.06% -180 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 7,330 $341K 0.13% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 7,275 $338K 0.03% +2,242 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,250 $337K 0.02% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,166 $333K <0.01% -2,111 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,081 $329K <0.01% +1,306 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 6,813 $316K 0.09% +640 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,709 $312K 0.01% -153 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 6,633 $308K 0.03% -4,846 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,442 $300K 0.01% -2,417 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 6,133 $285K 0.01% -1,975 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,032 $280K <0.01% 0 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,989 $280K <0.01% 0 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 5,938 $276K 0.22% +775 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,634 $262K <0.01% +4,307 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,618 $261K 0.01% 0 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 5,588 $260K 0.03% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,580 $259K <0.01% -4,316 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,350 $249K 0.02% 0 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 5,158 $240K 0.14% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 5,071 $236K 0.03% -14 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 5,064 $235K 0.03% 0 13F-HR/A Timeline Group LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 5,002 $233K 0.08% -689 13F-HR/A Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 4,975 $231K 0.06% -1,200 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 4,642 $216K 0.11% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,581 $213K 0.1% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,443 $207K <0.01% new 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,387 $204K <0.01% new 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 4,185 $195K <0.01% -268 13F-HR/A Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,200 $149K 0.01% +1,005 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,000 $140K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,009 $140K <0.01% -3,886 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,000 $93K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,929 $89.7K <0.01% 0 13F-HR/A Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,875 $87.2K 0.03% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,353 $62.9K <0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,171 $54.5K <0.01% -6 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,047 $48.7K 0.01% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,000 $46.5K 0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 759 $35.3K 0.01% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 500 $23.3K <0.01% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 450 $20.9K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 313 $14.6K <0.01% -575 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 279 $13K <0.01% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 42 $2K <0.01% new 13F-HR Timeline Group