LPL Financial LLC More: the full row for LPL Financial LLC 5,768,583 $213M 0.05% +23,374 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,907,304 $70.6M 0.02% -32,358 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,534,056 $56.8M 0.05% +43,869 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,108,922 $41M <0.01% +81,959 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,108,654 $41M +95,911 Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 1,039,494 $38.5M 16.45% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 900,064 $33.3M 0.07% -432 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 777,672 $28.8M 0.03% +84,365 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 541,872 $20.1M <0.01% +27,778 13F-HR Timeline Group ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 517,844 $19.2M 5.64% +15,534 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 500,463 $18.5M 7.17% -46,226 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 425,915 $15.8M 2.7% +22,326 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 424,999 $15.7M 0.03% +27,543 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 419,671 $15.5M 0.36% -51,590 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 376,330 $13.9M 0.39% +8,993 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 350,480 $13M 0.07% +300 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 330,749 $12.2M <0.01% -49,327 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 329,694 $12.2M 1.55% +12,395 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 314,955 $11.7M 0.01% -25,019 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 291,005 $10.8M 0.05% +22,117 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 274,091 $10.1M 0.3% +16,777 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 254,760 $9.43M 0.01% +8,904 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 253,115 $9.37M 0.03% +1,934 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 236,106 $8.74M -5,342 Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 214,430 $7.93M 1.71% -2,337 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 201,185 $7.44M 0.07% +4,826 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 200,590 $7.42M 0.01% +10,307 13F-HR Timeline Group IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 182,240 $6.74M 5.94% +12,587 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 168,830 $6.25M 3.69% +25,917 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 162,109 $6M 0.14% -1,121 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 156,383 $5.79M 0.08% -3,886 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 154,131 $5.7M 0.08% -7,064 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 148,467 $5.49M 0.01% -93,658 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 134,167 $4.96M 0.01% +27,842 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 126,201 $4.67M 1.04% -5,047 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 123,746 $4.58M 0.12% -58,852 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 122,690 $4.54M 0.05% +21,796 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 112,161 $4.15M 0.67% -1,652 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 107,831 $3.99M 0.02% +11,713 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 107,625 $3.98M 0.07% +5,409 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 107,233 $3.97M 0.02% +42,169 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 106,913 $3.96M 0.02% -209,114 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 106,810 $3.95M 0.04% +27,978 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 106,235 $3.93M 0.24% -62,286 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 102,671 $3.8M <0.01% +2,388 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 88,932 $3.29M 0.08% +2,016 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 84,380 $3.12M 0.06% -58 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 81,239 $3.01M 0.31% -2,875 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 80,793 $2.99M 0.9% +1,795 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 79,677 $2.95M 0.78% -146 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 79,305 $2.93M 0.11% +1,350 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 66,144 $2.45M 0.02% +1,627 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 61,454 $2.27M 0.11% -925 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 56,762 $2.1M 0.07% -138 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 56,392 $2.09M 0.1% +675 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 52,549 $1.94M <0.01% +7,957 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 52,315 $1.94M 0.18% +1,525 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 52,100 $1.93M 0.01% +1,798 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 51,726 $1.91M <0.01% +16,609 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 50,934 $1.88M 0.05% -4,153 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 49,571 $1.83M 0.6% +21,906 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 48,403 $1.79M 0.01% -5,406 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 48,373 $1.79M 0.06% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 45,503 $1.68M 0.28% +165 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 41,158 $1.52M 0.02% -9,453 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 40,980 $1.52M 0.02% +1,447 13F-HR Timeline Group Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 40,364 $1.49M 0.63% -218 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 39,071 $1.45M 0.01% +2,778 13F-HR Timeline Group Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 38,992 $1.44M 0.6% -602 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 38,489 $1.42M 0.4% +749 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 38,220 $1.41M 0.05% -289 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 36,760 $1.36M 0.19% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 35,709 $1.32M 0.2% -3,289 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 33,164 $1.23M 0.01% -5,030 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 32,200 $1.19M 0.23% -4,802 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 30,085 $1.11M 0.03% +1,975 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 28,348 $1.05M <0.01% -32,549 13F-HR Timeline Group Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 27,203 $1.01M 0.65% -867 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 26,666 $987K 0.1% +1,049 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 25,847 $956K 0.01% +392 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 25,266 $935K 0.01% -5,833 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 25,092 $928K 0.02% new 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 24,559 $909K 0.01% -4,612 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 24,403 $903K 0.01% +854 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 23,483 $882K 0.05% +170 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 23,332 $863K 0.13% +2,884 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 22,431 $830K 0.02% -49 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 21,681 $802K <0.01% +1,602 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 20,631 $763K 0.12% +7,714 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 20,609 $763K 0.28% -18,915 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 20,280 $750K 0.22% +38 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,066 $742K <0.01% +1,170 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 20,041 $742K 0.07% -47,134 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 20,010 $740K 0.01% -1,550 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 19,841 $734K 0.11% +7,847 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 18,946 $701K 0.27% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 16,949 $645K <0.01% +417 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 17,256 $639K 0.01% +5,360 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 15,859 $587K <0.01% -4,649 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 14,366 $532K 0.01% +1,071 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 14,133 $523K 0.09% -1,550 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 13,903 $514K 0.05% -1,369 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 13,694 $507K <0.01% +400 13F-HR Timeline Group STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 13,492 $499K 0.4% -23 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 13,067 $484K 0.11% -269 13F-HR/A Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 13,026 $482K 0.07% +4,218 13F-HR Timeline CLG LLC More: the full row for CLG LLC 12,581 $466K 0.1% -4,461 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 12,465 $461K 0.06% -240 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 11,956 $442K 0.18% +8,369 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 11,484 $425K 0.01% +81 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 11,475 $425K <0.01% +275 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 11,361 $420K <0.01% +633 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 11,292 $418K 0.12% -2,024 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 10,995 $407K 0.22% -2,247 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,880 $403K <0.01% -1,494 13F-HR/A Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 10,414 $385K <0.01% +536 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 10,214 $378K 0.01% +603 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 10,130 $375K 0.01% 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 9,935 $368K 0.16% +1,045 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 9,717 $360K 0.02% +1,249 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 9,364 $346K 0.01% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 9,091 $336K 0.02% +789 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 8,995 $333K 0.01% +879 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 8,966 $332K 0.09% +7 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 8,784 $325K 0.01% 0 13F-HR Timeline Group Petix & Botte Co More: the full row for Petix & Botte Co 8,626 $319K 0.06% +4,313 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,604 $318K 0.01% +1,074 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 8,547 $316K 0.06% +131 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 8,396 $311K 0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 8,385 $310K 0.08% +1,930 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 8,209 $304K 0.02% +419 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,156 $299K 0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 7,981 $295K 0.01% -218 13F-HR Timeline NI ACQUISITIONS COMPANY, LLC More: the full row for NI ACQUISITIONS COMPANY, LLC 1,132 $285K 0.12% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,055 $261K <0.01% +5,590 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 6,888 $255K 0.01% +94 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 6,429 $238K 0.02% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 6,204 $230K <0.01% +96 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 6,009 $222K 0.1% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,912 $219K <0.01% new 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 5,769 $213K <0.01% new 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 5,735 $212K 0.01% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,485 $209K 0.02% new 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 5,625 $208K 0.12% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 5,490 $203K <0.01% -2,956 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 5,327 $197K <0.01% -280 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,141 $153K <0.01% +3,111 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,054 $150K <0.01% +2,274 13F-HR Timeline Group Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 3,048 $113K 0.03% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,909 $108K <0.01% -4,555 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 33,314 $88.2K 0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,322 $85.9K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,145 $79.4K 0.03% +214 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,086 $77.2K 0.02% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,918 $71K 0.01% -392 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,531 $56.6K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 1,386 $51.3K 0.06% +962 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,365 $50K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,264 $46.8K <0.01% -819 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,055 $39K <0.01% +9 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,032 $38K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,016 $37.6K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 974 $36K <0.01% +363 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 966 $35.7K <0.01% +141 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 955 $35.3K 0.02% +24 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 915 $33.9K <0.01% -1,433 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 800 $29.6K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 722 $26.7K 0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 665 $24.6K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 557 $21K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 503 $18.6K <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 500 $18.5K <0.01% 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 600 $17K 0.01% -22,008 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 438 $16.2K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 408 $15K <0.01% -1,463 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 373 $13.8K 0.01% +72 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 367 $13.6K 0.01% -349 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 363 $13.4K <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 267 $9.89K <0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 255 $9.44K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 142 $5.25K <0.01% new 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 135 $5K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 117 $4.33K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 116 $4.29K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 110 $4.07K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 104 $3.83K <0.01% +80 13F-HR Timeline Group Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 54 $2K <0.01% 0 13F-HR/A Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3 $111 <0.01% new 13F-HR Timeline Group