Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 435,562 $13.2M 4.71% +75,169 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 348,791 $10.8M 0.06% +230,766 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 254,775 $7.7M 0.88% -12,794 13F-HR/A Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 240,518 $7.27M 0.02% -14,665 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 190,094 $5.75M 3.6% -13,239 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 137,205 $4.52M 2.93% -9,603 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 132,711 $4.01M 0.34% +2,182 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 113,297 $3.42M 0.4% -1,454 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 113,118 $3.42M <0.01% -2,889 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 107,573 $3.25M 0.66% +65,609 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 100,110 $3.03M <0.01% 0 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 90,896 $2.75M 2.6% 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 88,841 $2.69M 0.52% 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 80,291 $2.43M 0.15% +60,000 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 79,798 $2.41M 0.01% -22,033 13F-HR/A Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 71,868 $2.17M 0.07% -62 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 59,880 $1.81M 0.93% 0 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 54,576 $1.65M 1.07% -3,637 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 51,874 $1.57M <0.01% +692 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 49,155 $1.49M <0.01% +11,214 13F-HR/A Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 46,822 $1.42M 1.44% -529 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 42,280 $1.28M 0.01% +10,933 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 41,831 $1.26M 0.04% +16,921 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 39,216 $1.19M 0.02% +30 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 39,121 $1.18M 0.02% +17,064 13F-HR Timeline Group Diligent Investors, LLC More: the full row for Diligent Investors, LLC 39,108 $1.18M 0.27% -500 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 37,220 $1.13M 0.72% -486 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 37,057 $1.12M 0.44% -140 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 35,806 $1.08M <0.01% +311 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 35,185 $1.06M 0.06% +5,016 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 34,570 $1.04M 0.28% +530 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 33,466 $1.01M 0.02% -15,841 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 29,931 $905K 0.06% -19 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 29,357 $887K 0.02% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 27,061 $818K 0.16% -5,474 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 26,785 $810K <0.01% -3,447 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 26,076 $788K <0.01% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 22,196 $671K 0.08% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 18,898 $571K 0.13% -11 13F-HR Timeline Group ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 18,591 $562K 0.07% -41,834 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 17,626 $533K 0.22% +394 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 17,609 $532K <0.01% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 17,225 $521K <0.01% new 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 16,744 $506K 0.03% -359 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 16,115 $487K <0.01% +452 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 16,092 $486K <0.01% +4,727 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 15,807 $478K 0.2% 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 14,822 $448K 0.18% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 12,749 $385K <0.01% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 12,674 $383K <0.01% +1,991 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 12,225 $370K 0.03% -400 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 11,492 $349K 0.03% +2,624 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 11,496 $348K 0.29% new 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 10,786 $326K 0.08% -1,636 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,300 $311K 0.01% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,053 $304K <0.01% -7,360 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,861 $298K 0.01% -202 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,516 $288K 0.01% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 9,060 $274K <0.01% 13F-HR/A Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,181 $268K 0.02% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,404 $254K 0.01% +1,036 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 8,294 $251K 0.09% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,888 $238K 0.01% 0 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 7,877 $238K 0.08% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 7,846 $237K 0.02% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 7,659 $232K 0.02% -5 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 7,547 $228K 0.21% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 7,414 $224K 0.01% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 7,030 $213K 0.1% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,927 $209K <0.01% -590 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 6,912 $209K 0.02% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 6,734 $204K 0.02% -3,238 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 6,691 $202K <0.01% 0 13F-HR/A Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,567 $199K 0.01% -2,860 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,286 $130K <0.01% 0 13F-HR Timeline Group Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 3,494 $115K 0.04% -918 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 3,303 $99.8K 0.19% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,145 $95K <0.01% +1,599 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,773 $83.8K 0.05% 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,502 $75.6K <0.01% -200 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,855 $56.1K <0.01% +33 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,644 $49.7K <0.01% -716 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,600 $48.4K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,484 $44.9K <0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 825 $24.9K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 100 $3.02K <0.01% -200 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 56 $1.69K <0.01% new 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 0 $0 0% -1,000 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.