ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 274,829 $12.3M <0.01% +122,938 13F-HR Timeline Group Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 259,689 $11.7M 3.89% -6,842 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 241,562 $10.8M 2.2% -29,326 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 190,333 $8.55M -717 Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 187,122 $8.4M 0.02% +64,959 13F-HR Timeline Group WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 122,515 $5.51M 4.07% +121,280 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 116,914 $5.25M 0.01% +17,430 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 113,222 $5.08M 0.01% +104,792 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 110,562 $4.96M 0.01% -12,043 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 100,718 $4.52M 1.27% +36,628 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 99,526 $4.47M 0.01% -4,078 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 91,691 $4.12M 0.48% -150 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 87,402 $3.92M <0.01% +27,663 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 78,104 $3.51M 0.96% +1,297 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 68,957 $3.1M <0.01% -650 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 66,741 $3M 0.51% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 60,698 $2.73M 0.16% +5,322 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 57,858 $2.6M <0.01% +3,739 13F-HR Timeline Group LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 56,548 $2.54M 0.8% -156 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 53,770 $2.41M 0.14% 0 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 45,689 $2.05M 1.86% 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 38,301 $1.73M 0.27% +454 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 35,501 $1.59M <0.01% +300 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 34,733 $1.56M <0.01% -6,936 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 34,392 $1.54M 0.03% -2,380 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 30,632 $1.38M 0.08% +15,438 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 30,138 $1.35M 0.05% new 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 29,472 $1.32M 0.07% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 28,553 $1.28M <0.01% -8 13F-HR/A Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 27,603 $1.24M 0.03% -7 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 26,973 $1.21M 0.1% +9,575 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 26,415 $1.19M 0.02% -138 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 25,983 $1.17M 0.78% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 25,394 $1.14M 0.05% +6,295 13F-HR/A Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 24,870 $1.12M 0.02% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 23,060 $1.04M 0.03% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 18,873 $848K 0.43% -1,258 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 18,694 $839K 0.05% +5,848 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 17,603 $790K 0.54% -360 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 16,934 $760K 0.04% 0 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 16,571 $744K 0.16% 0 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 15,192 $682K 0.01% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 15,056 $676K 0.07% -6 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 14,537 $653K <0.01% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 13,741 $617K <0.01% new 13F-HR/A Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 13,482 $605K 0.17% -482 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 13,445 $604K 0.05% +8,334 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 12,596 $566K 0.01% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 12,436 $558K 0.05% +1,865 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 11,990 $538K 0.12% -500 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,839 $534K <0.01% +100 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,797 $530K <0.01% new 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 11,619 $522K 0.56% 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 11,565 $519K 0.05% +1,471 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 11,552 $519K 0.01% +194 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 11,140 $500K 0.06% 0 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 11,089 $498K 0.44% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 10,697 $480K 0.02% -1,177 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 10,425 $468K 0.07% 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 10,005 $449K 0.01% -653 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,955 $447K 0.01% +2,255 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 9,900 $445K <0.01% 0 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 9,900 $445K 0.18% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 9,377 $421K <0.01% -1 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 9,316 $419K 0.35% -801 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,971 $403K 0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,749 $393K 0.01% +3,808 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 8,721 $392K 0.02% -95 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,967 $358K 0.02% +600 13F-HR Timeline Group Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 7,891 $357K 0.23% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,874 $354K <0.01% +3,326 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 7,700 $346K 0.07% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 7,425 $333K 0.06% -75 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 6,996 $314K 0.12% -439 13F-HR Timeline Group Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 6,831 $307K 0.12% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 6,768 $304K 0.01% -5,153 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 6,645 $298K 0.25% -3 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,212 $279K <0.01% new 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 5,814 $261K 0.07% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 5,783 $260K 0.03% -1 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 5,679 $255K 0.03% -22 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 5,666 $254K 0.09% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,565 $250K 0.01% 0 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 5,337 $240K 0.08% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,149 $231K <0.01% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,085 $228K 0.03% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,858 $218K 0.01% -619 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 4,705 $211K 0.09% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,653 $209K 0.01% +212 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 4,506 $202K 0.06% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,189 $188K <0.01% -1,716 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,706 $122K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,510 $113K 0.02% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 2,056 $92.3K <0.01% new 13F-HR Timeline Group Benson Wealth Management INC More: the full row for Benson Wealth Management INC 2,010 $90.3K 0.1% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,949 $87.5K 0.01% -576 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,899 $85.3K 0.03% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,690 $75.9K 0.03% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,650 $74.1K 0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,523 $68.4K <0.01% +153 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,216 $54.6K <0.01% -19 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,080 $48.5K <0.01% 0 13F-HR/A Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 894 $40.1K <0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 750 $34K <0.01% -757 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 563 $25.3K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 153 $6.89K <0.01% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 110 $4.94K <0.01% -372 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 94 $4.22K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 12 $539 <0.01% new 13F-HR Timeline Group