Larson Financial Group LLC More: the full row for Larson Financial Group LLC 659,187 $15.4M 0.62% +636,356 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 326,795 $7.66M <0.01% +119,730 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 246,121 $5.73M 3.65% +105,812 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 202,692 $4.75M 0.01% +106,495 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 150,386 $3.52M 0.91% new 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 150,000 $3.52M 1.79% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 147,823 $3.46M <0.01% +119,049 13F-HR Timeline Group Advisory Resource Group More: the full row for Advisory Resource Group 108,825 $2.55M 0.49% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 101,092 $2.37M <0.01% +3,358 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 82,835 $1.94M <0.01% new 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 76,608 $1.8M 0.1% -6,405 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 69,963 $1.64M <0.01% +49,534 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 66,619 $1.56M 0.01% +13,829 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 45,676 $1.07M 0.46% +19,727 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 45,041 $1.06M 0.47% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 37,559 $880K 0.13% +27,088 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 34,955 $819K <0.01% +5,744 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 32,784 $768K 0.01% +309 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 32,027 $751K 0.1% -833 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 30,498 $715K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 24,342 $570K <0.01% +4,323 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 23,492 $551K <0.01% new 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 22,925 $537K 0.02% -2,350 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 22,595 $529K <0.01% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 22,389 $525K <0.01% +3,150 13F-HR/A Timeline Group StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 22,300 $523K 0.25% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 19,822 $465K 0.11% 0 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 16,537 $388K 0.05% -506 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 15,695 $368K <0.01% +95 13F-HR Timeline Group Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 14,514 $340K 0.02% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 12,422 $291K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 11,352 $266K <0.01% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 10,535 $247K <0.01% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,900 $232K <0.01% -100 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 9,600 $225K 0.01% -693 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 8,872 $208K 0.08% +28 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 8,865 $208K 0.02% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 6,608 $155K <0.01% new 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,302 $101K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 4,300 $101K 0.02% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,188 $51.3K <0.01% new 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,983 $46.5K <0.01% new 13F-HR Timeline Group LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1,947 $45.5K <0.01% +17 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,370 $32.1K <0.01% new 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 699 $16.4K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 558 $13.1K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 442 $10.4K <0.01% -425 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 214 $5.01K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 150 $4K <0.01% new 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 12 $281 <0.01% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1 $33 <0.01% 0 13F-HR Timeline Group 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.