Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 498,423 $15.9M 5.55% +62,861 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 475,734 $15.4M 0.09% +126,943 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 251,183 $8.03M 0.9% -3,592 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 223,966 $7.16M 4.36% +33,872 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 222,370 $7.11M 0.02% -18,148 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 132,711 $4.24M 0.32% 0 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 137,154 $4.15M 2.51% -51 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 113,672 $3.63M 0.01% +33,874 13F-HR Timeline Group WPWealth LLP More: the full row for WPWealth LLP 108,696 $3.48M 0.69% +1,123 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 103,503 $3.31M <0.01% -9,615 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 98,413 $3.15M <0.01% -1,697 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 94,522 $3.02M 0.35% -18,775 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 91,533 $2.93M 2.8% +637 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 86,761 $2.77M 0.11% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 86,480 $2.77M 0.53% -2,361 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 84,664 $2.71M 0.01% +32,790 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 70,313 $2.25M 0.08% -1,555 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 67,359 $2.15M 1.44% +12,783 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 58,630 $1.87M 0.94% -1,250 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 48,945 $1.56M <0.01% -210 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 47,032 $1.5M 1.42% +210 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 39,987 $1.28M 0.04% -1,844 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 39,857 $1.27M 0.07% +4,672 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 38,996 $1.25M 0.3% -112 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 38,578 $1.23M 0.5% +1,521 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 38,360 $1.23M 0.02% -761 13F-HR Timeline Group Chris Bulman Inc More: the full row for Chris Bulman Inc 36,146 $1.16M 0.73% -1,074 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 34,259 $1.1M 0.08% +4,328 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 33,645 $1.08M <0.01% -2,161 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 30,487 $975K <0.01% +3,702 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 28,087 $898K 0.01% -11,129 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 27,061 $865K 0.18% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 26,734 $855K <0.01% -15,546 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 24,920 $797K <0.01% +8,805 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 24,825 $794K 0.1% +2,629 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 24,540 $785K <0.01% -1,536 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 22,174 $709K 0.04% +13,993 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 19,986 $639K 0.02% -13,480 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 19,850 $635K 0.29% +2,224 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 19,680 $629K <0.01% +2,071 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 18,761 $600K 0.14% -137 13F-HR Timeline Group ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 17,294 $553K 0.07% -1,297 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 16,892 $540K 0.03% +148 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 15,731 $503K 0.21% -76 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,446 $462K <0.01% +4,393 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 14,122 $452K <0.01% +5,062 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 12,749 $408K <0.01% 0 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 12,738 $407K 0.17% -2,084 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 12,674 $405K <0.01% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 12,084 $395K 0.03% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 12,349 $395K 0.04% +857 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 11,691 $374K 0.03% -534 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 11,496 $368K 0.29% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 11,013 $352K 0.11% +2,719 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 10,770 $344K 0.09% -23,800 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,300 $329K 0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,037 $321K 0.01% +176 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,516 $304K 0.01% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 8,836 $282K 0.02% +990 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 8,643 $276K 0.07% -2,143 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 8,189 $262K <0.01% new 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 7,916 $253K <0.01% +989 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,888 $252K 0.02% 0 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 7,877 $252K 0.08% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,858 $251K <0.01% -8,234 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 7,659 $245K 0.02% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,617 $244K 0.01% new 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 7,559 $242K <0.01% new 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 7,547 $241K 0.23% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 7,414 $237K 0.01% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 6,892 $220K 0.03% -20 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 6,691 $214K <0.01% 0 13F-HR/A Timeline Group CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 6,665 $213K 0.08% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,441 $206K 0.01% -126 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 6,389 $204K 0.15% new 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 6,377 $204K 0.1% -653 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,237 $199K 0.01% +4,382 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 $137K <0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,550 $114K <0.01% +405 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,563 $114K <0.01% new 13F-HR Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 3,316 $106K 0.06% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 3,303 $106K 0.14% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 870 $88.7K 0.06% -1,903 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% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,800 $57K <0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,600 $51.2K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,510 $48.3K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,484 $47.5K <0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,055 $33.7K <0.01% +230 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 650 $20.8K <0.01% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 584 $18.7K <0.01% -1,060 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 100 $3.2K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 45 $1.44K <0.01% new 13F-HR Timeline 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.