REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 774,813 $29.9M 7.43% -23,701 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 734,966 $28.4M 3.48% 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 242,541 $9.37M <0.01% 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 167,936 $6.49M 0.01% -82,788 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 130,342 $5.04M 0.99% -290 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 126,620 $4.89M 0.01% -19,355 13F-HR/A Timeline Group GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 121,858 $4.71M 0.84% -38,176 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 119,952 $4.64M -117,139 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 107,774 $4.17M 0.01% -2,402 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 103,886 $4.02M 3.08% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 99,151 $3.83M 0.16% -1,563 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 97,375 $3.76M 3.91% 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 77,744 $3M -68,876 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 69,342 $2.68M <0.01% -107,037 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 63,165 $2.44M 0.44% -1,090 13F-HR/A Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 58,030 $2.24M 0.23% -3,941 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 47,930 $1.85M 0.02% -7,344 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 44,705 $1.73M 0.01% -12,436 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 41,921 $1.62M 1.07% 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 39,322 $1.52M 0.99% -3,007 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 38,575 $1.49M 0.64% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 30,530 $1.18M 0.04% -603 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 29,592 $1.14M <0.01% -65 13F-HR Timeline Group Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 28,012 $1.08M 0.36% 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 27,961 $1.08M <0.01% +2,556 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 26,475 $1.02M 0.01% 0 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 23,991 $927K 0.2% -164,709 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 23,679 $915K <0.01% -10,853 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 22,417 $866K <0.01% -8,003 13F-HR Timeline Group Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 21,400 $827K 0.31% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 20,304 $786K 0.17% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 18,786 $726K <0.01% -118 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 18,027 $697K 0.48% 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 15,660 $608K 0.02% 0 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 13,892 $537K 0.01% +3,888 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 13,297 $514K 0.02% -14,876 13F-HR Timeline Group Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 13,115 $507K 0.17% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 12,591 $487K 0.04% +3,358 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 12,215 $472K 0.02% -962 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,554 $369K 0.01% -1,858 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9,000 $348K <0.01% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 8,913 $344K 0.02% -2,200 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 8,816 $341K <0.01% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 8,742 $338K 0.04% -166 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 8,695 $336K 0.09% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,245 $319K 0.01% -285 13F-HR Timeline Group FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 8,115 $314K 0.13% 0 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 8,100 $313K 0.1% -8,000 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,893 $305K <0.01% new 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 7,694 $297K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 7,577 $293K 0.1% -1,351 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 7,415 $287K 0.11% -208,691 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,240 $280K <0.01% new 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,777 $262K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,750 $261K 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 6,733 $260K <0.01% -269 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,722 $260K 0.01% +1,097 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,708 $259K <0.01% -20,017 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,398 $247K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,344 $245K <0.01% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 6,217 $240K 0.12% -280 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,041 $233K <0.01% -11,096 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 5,599 $216K 0.24% 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 5,435 $210K 0.21% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,396 $209K <0.01% new 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 5,396 $209K <0.01% new 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 5,040 $195K <0.01% +4,775 13F-HR/A Timeline Group Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 4,236 $164K 0.09% -1,194 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,061 $118K <0.01% +2,896 13F-HR/A Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,016 $117K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,143 $82.8K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,654 $63.9K 0.01% -86 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,560 $60.3K <0.01% -12,445 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,400 $54.1K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,276 $49.3K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,171 $45.3K 0.01% -1 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,053 $40.7K 0.02% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 825 $31.9K <0.01% 0 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 804 $31.1K 0.06% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 800 $30.9K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 450 $17.4K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 404 $15.6K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 339 $13.1K 0.01% +2 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 72 $2.78K <0.01% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 28 $1.08K <0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1 $55 0.01% -1,434 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% -2,772 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.