OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 488,366 $20.5M 0.31% -5,075 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 269,302 $11.3M 0.02% -5,342 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 178,570 $7.49M 0.02% +32,524 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 177,051 $7.42M 2.44% +2,191 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 138,755 $5.82M 1.44% -14,769 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 130,452 $5.47M 0.51% -24,112 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 126,214 $5.29M 0.16% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 125,281 $5.25M 0.02% -20,516 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 123,544 $5.18M -5,631 Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 108,562 $4.55M 0.96% -182 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 80,488 $3.37M 0.1% -601 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 72,476 $3.04M 0.01% +5,119 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 64,504 $2.7M -9,212 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 63,983 $2.68M 0.01% -18,315 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 63,322 $2.65M 0.5% 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 61,252 $2.57M 1.13% -4,150 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 61,218 $2.57M 0.08% -4,740 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 59,727 $2.5M <0.01% -3,538 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 59,485 $2.48M 0.07% -2,262 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 57,938 $2.43M 1.63% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 57,281 $2.4M 0.05% -3,329 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 52,394 $2.2M <0.01% +4,764 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 49,758 $2.09M 0.01% -500 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 49,024 $2.05M 0.04% +42,915 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 48,945 $2.05M 0.01% -443 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 48,840 $2.05M <0.01% -372 13F-HR Timeline Group Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 42,627 $1.79M 1.21% +2,833 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 40,173 $1.68M 0.02% -482 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 34,422 $1.44M 0.13% -725 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 34,122 $1.42M 0.12% +19,609 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 31,289 $1.31M 0.04% +16,979 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 30,524 $1.28M 0.25% +5,616 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 29,120 $1.22M 0.83% -1,445 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 27,334 $1.15M 0.99% -6,496 13F-HR/A Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 27,309 $1.14M 0.31% -2,740 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 25,901 $1.09M 0.35% -844 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 25,716 $1.08M 0.03% +24,929 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 24,800 $1.04M 0.46% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 22,535 $945K 0.06% 0 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 20,215 $847K 0.75% 0 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 17,598 $843K 0.78% 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 19,885 $834K 0.68% -209 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 19,567 $820K 0.03% -278 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 19,562 $820K <0.01% -3,606 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 19,210 $803K 0.09% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 19,074 $800K 0.02% new 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 19,004 $797K 0.23% -625 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 18,899 $792K 0.08% -17,762 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 18,124 $760K <0.01% 0 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 16,242 $681K 0.33% 0 13F-HR/A Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 16,127 $676K 0.12% new 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 14,668 $615K 0.08% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 14,519 $609K 0.21% +90 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 13,759 $577K 0.01% -22,019 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 13,731 $576K 0.03% +4,523 13F-HR/A Timeline Group Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 13,036 $546K 0.27% -3,450 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 12,878 $540K 0.06% -482 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 12,724 $533K 0.01% +339 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 12,724 $533K 0.01% +339 13F-HR/A Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 12,024 $504K 0.04% +12,011 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 11,962 $502K 0.49% +361 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 11,897 $499K 0.05% +265 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,265 $472K 0.01% -4,281 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 10,964 $460K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 10,895 $458K 0.18% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 10,643 $454K 0.02% 0 13F-HR Timeline Group Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 10,635 $446K 0.11% -11,288 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,325 $433K 0.02% +270 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 9,985 $419K <0.01% +4,352 13F-HR Timeline Group Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 9,155 $384K 0.22% +415 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 9,085 $381K 0.02% -7,550 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 9,050 $379K 0.1% -11,982 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,600 $360K 0.01% -100 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 8,330 $349K 0.46% +2,230 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,828 $328K 0.12% +110 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,670 $322K 0.01% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 7,540 $316K <0.01% -300 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 7,315 $307K 0.05% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,054 $296K <0.01% -28,372 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 6,988 $293K <0.01% -3,323 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,896 $289K 0.02% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 6,700 $281K <0.01% -175 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,650 $279K <0.01% +550 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,578 $276K 0.07% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,167 $258K <0.01% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 5,414 $227K 0.02% 0 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 5,318 $223K 0.19% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 5,216 $219K 0.03% -48 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 4,968 $208K 0.16% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 4,915 $206K 0.04% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 3,462 $145K <0.01% +3,291 13F-HR/A Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,280 $137K 0.03% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,000 $126K <0.01% +1,000 13F-HR/A Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2,975 $125K 0.03% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,650 $114K <0.01% 0 13F-HR Timeline Group WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 2,330 $97.7K 0.09% -138,291 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,850 $77.5K <0.01% +1,767 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,600 $66.4K <0.01% -165 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,525 $63.9K 0.03% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,450 $60.8K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,049 $44K <0.01% -1 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 606 $25.4K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 604 $25.3K <0.01% 0 13F-HR Timeline Group FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 497 $20.8K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 450 $18.9K <0.01% +300 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 181 $7.59K <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1 $42 <0.01% 0 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -2,395 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.