DWM Financial Group, Inc. More: the full row for DWM Financial Group, Inc. 702,329 $29.3M 26.08% 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 357,539 $16M +209,878 Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 246,980 $11M 3.07% -1,236 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 236,000 $10.6M 2.88% 0 13F-HR Timeline Group Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 190,477 $8.52M 1.81% -6,237 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 185,940 $8.32M 0.03% -51,325 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 166,564 $7.45M 0.01% +79,003 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 151,814 $6.79M 1.6% -4,839 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 106,098 $4.75M 0.01% +4,688 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 102,548 $4.59M 0.01% -3,239 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 92,420 $4.13M <0.01% +14,243 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 86,759 $3.88M 0.2% +9,583 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 84,201 $3.77M 0.05% +248 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 69,724 $3.12M <0.01% +4,060 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 53,068 $2.37M <0.01% +18,417 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 40,554 $1.81M 0.25% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 38,060 $1.7M 0.29% +450 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 33,980 $1.52M 0.17% -81 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 33,877 $1.52M 0.24% -660 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 33,041 $1.48M 0.03% -2,489 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 32,873 $1.47M <0.01% 0 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 32,783 $1.47M 0.51% -883 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 30,430 $1.36M 0.07% -1,331 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 26,825 $1.2M 0.57% +228 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 25,660 $1.15M 0.14% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 25,131 $1.12M <0.01% +3,336 13F-HR/A Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 23,933 $1.07M <0.01% new 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 23,222 $1.04M 0.02% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 22,230 $994K 0.05% -1,550 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 20,780 $930K 0.02% +6,169 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 19,320 $863K <0.01% new 13F-HR Timeline Group Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 18,680 $836K 0.17% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 17,700 $792K 0.04% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 17,659 $790K 0.05% +5,440 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 17,299 $774K 0.22% -862 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 15,261 $683K 0.01% -19 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 15,169 $679K <0.01% -61 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 14,853 $664K 0.01% +938 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 14,239 $637K 0.01% new 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 13,844 $619K 0.51% 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 13,431 $601K 0.06% 0 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 13,413 $600K 0.31% 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 12,184 $545K 0.03% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 12,105 $541K <0.01% -1,577 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 11,866 $531K 0.01% new 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 11,500 $514K 0.03% -7,230 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 10,740 $480K 0.02% +240 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 10,217 $457K <0.01% +1,272 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 10,018 $448K 0.18% 0 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 9,992 $447K 0.26% +3,369 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 9,794 $438K 0.37% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 9,620 $430K <0.01% 0 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 9,450 $423K 0.01% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,541 $382K <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 8,334 $373K 0.21% -69 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,968 $356K <0.01% +2,635 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,851 $351K <0.01% -60 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 7,657 $343K <0.01% 0 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 7,652 $342K 0.01% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 7,039 $315K 0.03% -5 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 6,532 $292K 0.2% -20 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 6,478 $290K 0.12% 0 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 6,255 $280K 0.05% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,709 $255K 0.01% +628 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 5,616 $251K 0.13% -14 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 5,527 $247K 0.02% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,300 $237K <0.01% 0 13F-HR/A Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,290 $237K 0.01% -193 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 5,219 $233K 0.08% 0 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 4,995 $223K 0.11% 0 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 4,878 $218K 0.07% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 4,725 $211K 0.03% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,699 $210K 0.01% -691 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,681 $209K 0.01% -245 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 4,674 $209K <0.01% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,512 $202K 0.01% new 13F-HR Timeline Group CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 4,509 $202K 0.11% new 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 4,501 $201K 0.05% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,797 $125K <0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,800 $80.5K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,698 $76K 0.02% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,553 $69.5K <0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,544 $69.1K <0.01% +1,317 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,255 $56.1K <0.01% -34 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,010 $45.2K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 587 $26.3K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 566 $25.3K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 525 $23.5K <0.01% -71 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 504 $22.5K <0.01% new 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 345 $15.4K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 330 $14.8K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 293 $13.1K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 288 $12.9K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 70 $3.13K <0.01% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 63 $2.85K <0.01% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 14 $626 <0.01% 0 13F-HR Timeline