Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 508,549 $17.4M 5.5% +10,126 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 413,011 $14.1M 7.34% +189,045 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 324,671 $11.1M 0.01% +226,258 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 253,217 $8.66M 0.74% +2,034 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 160,405 $5.49M 0.01% +56,902 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 140,820 $4.82M 0.01% -81,550 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 138,900 $4.75M 0.01% +25,228 13F-HR/A Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 132,536 $4.53M 0.29% -175 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 131,129 $4.19M 2.56% -6,025 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 108,696 $3.72M 0.67% 0 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 94,541 $3.23M 2.95% +3,008 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 89,831 $3.07M 0.15% +49,974 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 88,384 $3.02M 0.32% -6,138 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 82,877 $2.83M 0.1% -3,884 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 79,089 $2.71M <0.01% -5,575 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 72,206 $2.47M 0.07% +1,893 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 56,630 $1.94M 0.88% -2,000 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 50,723 $1.73M <0.01% +1,778 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 48,720 $1.67M 0.08% +31,828 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 45,599 $1.56M <0.01% +31,153 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 42,916 $1.47M <0.01% +9,271 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 41,407 $1.42M 0.01% +14,673 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 40,579 $1.39M <0.01% +10,092 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 39,832 $1.36M 0.04% -155 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 38,996 $1.33M 0.32% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 38,578 $1.32M 0.48% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 36,663 $1.25M 0.02% +8,576 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 32,740 $1.12M 0.07% -1,519 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 27,061 $926K 0.17% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 25,219 $863K <0.01% +299 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 24,825 $849K 0.09% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 24,540 $839K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 23,383 $800K <0.01% -452,351 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 20,756 $710K 0.03% -1,418 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 20,008 $684K 0.29% +158 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 19,677 $673K 0.14% +8,664 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 19,529 $668K <0.01% -151 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 18,808 $643K 0.14% +47 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 18,657 $638K <0.01% new 13F-HR Timeline Group ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 15,816 $541K 0.06% -1,478 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 15,773 $540K 0.04% +3,689 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 15,103 $517K 0.13% -71,377 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 14,982 $512K 0.04% new 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 13,866 $474K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 13,387 $458K 0.01% +11,877 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 12,816 $436K 0.17% -2,915 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 12,749 $436K <0.01% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 12,674 $434K <0.01% 0 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 12,230 $418K 0.36% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 12,140 $415K 0.01% -7,846 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 11,080 $379K 0.03% -611 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 11,011 $377K 0.26% -485 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 10,581 $362K 0.09% -189 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,300 $352K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 11,492 $347K 0.03% -857 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,037 $344K 0.01% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,516 $326K 0.01% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 8,680 $297K 0.02% -156 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 7,881 $270K <0.01% -35 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 7,877 $269K 0.08% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 7,826 $268K 0.02% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 7,753 $265K <0.01% +194 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 7,696 $263K 0.06% -947 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 7,659 $262K 0.02% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,628 $261K 0.01% -260 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 7,590 $260K 0.11% +1,213 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 7,545 $256K 0.21% -2 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,430 $254K 0.01% +989 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,382 $253K 0.01% -235 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 7,321 $250K 0.01% -93 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,302 $250K <0.01% -556 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 7,300 $250K 0.03% +408 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,987 $239K 0.02% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 6,691 $229K <0.01% 0 13F-HR Timeline Group CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 6,552 $224K 0.14% -60,807 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 6,389 $219K 0.14% 0 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 6,243 $214K 0.09% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 6,100 $209K 0.02% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,751 $197K <0.01% +2,201 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,637 $159K <0.01% -1,600 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 $147K <0.01% 0 13F-HR Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 3,316 $113K 0.06% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 3,303 $113K 0.14% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,760 $94.4K 0.05% +1,890 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,427 $83K <0.01% -11,695 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,000 $68.4K <0.01% new 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,867 $63.9K <0.01% -635 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,800 $61K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,600 $54.7K <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 $50.8K <0.01% 0 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,235 $42.2K <0.01% -2,328 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,055 $36.1K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 878 $30K <0.01% +294 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 100 $3.42K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 45 $1.54K <0.01% 0 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.