OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 493,146 $22M 0.29% +4,780 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 268,219 $12M 0.02% -1,083 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 173,570 $7.76M 2.4% -3,481 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 134,990 $6.03M 1.42% -3,765 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 130,732 $5.84M +7,188 Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 130,496 $5.83M 0.17% +4,282 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 125,583 $5.61M 0.44% -4,869 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 109,532 $4.89M 0.01% -69,038 13F-HR/A Timeline Group BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 108,377 $4.84M 0.93% -185 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 97,296 $4.35M 0.02% -27,985 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 78,786 $3.52M 0.09% -1,702 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 72,121 $3.22M <0.01% +19,727 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 70,546 $3.15M <0.01% -1,930 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 66,109 $2.95M <0.01% +1,605 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 65,792 $2.94M <0.01% +1,809 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 61,252 $2.74M 1.12% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 59,419 $2.66M <0.01% -308 13F-HR Timeline Group TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 63,322 $2.65M 0.51% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 57,669 $2.62M 0.07% -1,816 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 57,265 $2.6M 0.04% -16 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 49,167 $2.2M <0.01% +327 13F-HR Timeline Group Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 49,004 $2.19M 1.34% +6,377 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 48,433 $2.16M 0.01% -512 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 42,910 $1.92M 0.07% -18,308 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 36,990 $1.65M 0.03% +5,701 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 36,990 $1.65M 0.13% +2,868 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 35,167 $1.57M 0.04% -13,857 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 35,147 $1.51M 0.13% +725 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 30,524 $1.38M 0.24% 0 13F-HR/A Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 27,309 $1.22M 0.29% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 26,873 $1.2M 0.77% -2,247 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 25,077 $1.12M 0.34% -824 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 24,800 $1.11M 0.48% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 24,733 $1.11M 0.81% -2,601 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 24,519 $1.1M 0.02% -1,197 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 22,535 $1.01M 0.06% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 21,047 $941K 0.14% +4,920 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 20,215 $903K 0.75% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 19,567 $874K 0.03% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 18,124 $810K <0.01% 0 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 16,242 $726K 0.26% 0 13F-HR/A Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 16,104 $720K 0.01% -2,970 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 15,979 $714K <0.01% -3,583 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 14,809 $662K 0.49% -5,076 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 14,668 $655K 0.08% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 14,519 $649K 0.19% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 13,297 $594K 0.16% -5,707 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 13,262 $593K <0.01% new 13F-HR Timeline Group Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 12,806 $572K 0.26% -230 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,731 $569K <0.01% new 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 12,631 $564K <0.01% -93 13F-HR/A Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 12,546 $561K 0.06% -332 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 12,316 $550K 0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 11,979 $535K 0.04% -45 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 11,527 $515K 0.05% -370 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 11,305 $510K 0.44% -657 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 11,138 $498K 0.02% -2,593 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 10,895 $487K 0.16% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 10,791 $482K <0.01% -173 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 10,096 $451K 0.01% -1,169 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 9,778 $437K 0.02% -547 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 9,381 $419K 0.03% -9,518 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 9,085 $406K 0.02% 0 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 9,050 $404K 0.1% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 8,643 $386K 0.02% -2,000 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,600 $384K 0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 8,363 $374K <0.01% +6,513 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 8,330 $372K 0.45% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 8,079 $361K 0.18% -1,076 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,670 $343K 0.01% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 7,540 $337K <0.01% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 7,539 $337K 0.08% +961 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 7,315 $327K 0.05% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 7,168 $320K 0.39% 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 6,964 $311K 0.01% -6,795 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,896 $308K 0.02% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 6,788 $305K <0.01% -200 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 6,823 $305K 0.07% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 6,700 $299K <0.01% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,577 $294K <0.01% -73 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,967 $267K <0.01% -200 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 5,878 $263K 0.2% +560 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 5,215 $233K 0.03% -1 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 4,968 $222K 0.16% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 4,915 $220K 0.04% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,777 $213K <0.01% -44,981 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,730 $211K 0.01% new 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,681 $209K <0.01% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,596 $205K 0.01% new 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 4,568 $204K <0.01% +1,106 13F-HR/A Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,525 $202K 0.04% -3,303 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,280 $147K 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 $134K <0.01% 0 13F-HR/A Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2,975 $133K 0.02% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,650 $118K <0.01% 0 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,779 $79.5K <0.01% -8,206 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,600 $71.5K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,510 $67.5K 0.02% -15 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,450 $64.8K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,170 $52.3K <0.01% +121 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 606 $27.1K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 598 $26.7K <0.01% -6 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 368 $16.4K <0.01% -6,686 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 300 $13.4K <0.01% -150 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 181 $8.09K <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1 $45 <0.01% 0 13F-HR Timeline Group 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.