Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 832,806 $30.2M 8.08% +646,399 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 510,484 $18.5M 8.59% +85,666 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 339,221 $12.3M 0.04% +127,258 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 182,617 $6.63M 0.01% +24,261 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 180,728 $6.56M 0.01% new 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 143,126 $5.19M 0.21% +41,681 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 135,828 $4.93M 0.01% +5,230 13F-HR Timeline Group Cornerstone Wealth, LLC/TN More: the full row for Cornerstone Wealth, LLC/TN 127,879 $4.75M 2.67% 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 113,792 $4.13M 2.27% +4,385 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 111,746 $4.05M 0.21% -774 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 111,096 $4.03M <0.01% +22,308 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 108,531 $3.94M <0.01% +60,762 13F-HR Timeline Group RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 107,137 $3.89M 3.2% +1,341 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 101,218 $3.67M <0.01% +604 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 88,353 $3.21M 0.49% -11,615 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 82,989 $3.01M 1.16% 0 13F-HR Timeline BFI Wealth Solutions, LLC More: the full row for BFI Wealth Solutions, LLC 79,705 $2.92M 2.8% -601 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 73,541 $2.67M 0.06% 0 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 70,179 $2.55M 0.04% +20,650 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 66,234 $2.4M <0.01% +5,300 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 64,435 $2.34M 0.01% +36,782 13F-HR Timeline Group Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 58,445 $2.12M 0.21% -5,418 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 56,630 $2.05M 0.9% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 51,909 $1.88M 0.25% 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 51,909 $1.88M 0.13% +8,453 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 46,884 $1.7M 0.04% -37,706 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 46,722 $1.7M 0.13% +7,770 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 44,779 $1.62M 0.08% +1,188 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 43,020 $1.56M 0.03% +3,695 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 39,680 $1.44M 0.75% -1,136 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 37,331 $1.35M 0.13% +12,552 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 36,705 $1.34M <0.01% -14,971 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 36,360 $1.32M 0.01% +1,892 13F-HR Timeline Group Diligent Investors, LLC More: the full row for Diligent Investors, LLC 35,302 $1.28M 0.32% -182 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 34,596 $1.26M 0.42% +1,500 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 33,344 $1.22M 0.13% -587 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 29,514 $1.07M 0.49% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 29,374 $1.07M <0.01% +6,592 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 29,124 $1.06M 0.08% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 27,557 $1.03M 0.06% +4,321 13F-HR/A Timeline VanWeelden Wealth Management, LLC More: the full row for VanWeelden Wealth Management, LLC 28,226 $1.02M 0.82% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 27,622 $1M <0.01% new 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 26,220 $951K 0.02% +723 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 24,875 $902K <0.01% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 23,889 $867K <0.01% +8,120 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 23,643 $858K 0.05% -1,515 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 23,437 $850K 0.14% +5,361 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 21,274 $772K 0.11% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 20,924 $759K 0.01% +3,175 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 19,700 $715K 0.02% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 19,189 $696K <0.01% new 13F-HR Timeline Group NewCorp Financial Services, Inc. More: the full row for NewCorp Financial Services, Inc. 18,951 $688K 0.6% -1,629 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 18,465 $670K <0.01% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 17,850 $648K <0.01% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 16,215 $588K <0.01% 0 13F-HR/A Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 15,676 $569K 0.16% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 14,075 $511K 0.03% +886 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 13,975 $507K 0.18% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 13,964 $507K 0.23% +9,158 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 13,348 $484K 0.02% +70 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 13,138 $477K 0.33% +6,715 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 12,498 $453K <0.01% +550 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 12,267 $445K 0.03% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 11,239 $408K <0.01% +2,673 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 10,598 $384K 0.18% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 10,567 $383K 0.02% -124 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 10,486 $380K 0.36% -322 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 10,027 $364K 0.13% +2,628 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 10,021 $364K 0.03% new 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,007 $363K 0.01% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,516 $345K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 9,480 $344K <0.01% -1,226 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 9,405 $341K 0.03% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 9,402 $341K 0.02% +307 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 9,044 $328K <0.01% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 8,731 $317K <0.01% +884 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,654 $314K <0.01% 0 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 7,957 $289K 0.02% new 13F-HR Timeline Group BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 7,877 $286K 0.07% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 7,631 $277K 0.02% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 7,300 $265K 0.03% 0 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 7,255 $263K 0.07% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,218 $262K 0.01% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,987 $253K 0.01% 0 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 6,867 $249K 0.07% +280 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 6,473 $235K 0.21% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 6,459 $234K 0.02% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,419 $233K 0.01% -57 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 6,306 $229K <0.01% -1,734 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 6,100 $221K 0.01% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 5,776 $210K 0.04% -6,375 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,666 $206K 0.01% -403 13F-HR Timeline Group Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 5,400 $196K 0.13% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 4,649 $169K 0.17% +1,346 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,432 $161K <0.01% +709 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 $155K <0.01% 0 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,760 $100K 0.05% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,275 $83K <0.01% -287 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,210 $80.2K 0.01% +410 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,600 $58K <0.01% 0 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,500 $54.4K 0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,400 $50.8K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,351 $49K <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 1,218 $44.2K <0.01% 0 13F-HR/A Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,070 $38.8K <0.01% +266 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 825 $29.9K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 475 $16.9K <0.01% -25,018 13F-HR/A Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 350 $12.7K <0.01% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 290 $10.5K <0.01% 0 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 195 $7.08K <0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 177 $6.42K 0.02% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 111 $4.05K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 100 $3.63K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 45 $1.63K <0.01% 0 13F-HR Timeline