Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 615,077 $25.7M 6.87% +332,275 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 506,405 $21.1M 9.69% -878 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 472,994 $19.7M 9.15% +37,298 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 234,257 $9.77M 0.01% -8,866 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 221,463 $9.24M 0.7% +5,990 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 216,854 $9.05M 0.01% -28,415 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 177,539 $7.41M 0.02% +56,034 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 167,247 $6.98M 0.01% +19,672 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 160,124 $6.68M 0.03% +56,845 13F-HR Timeline Group Berkshire Money Management, Inc. 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More: the full row for Sunbelt Securities, Inc. 62,861 $2.62M 0.17% +242 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 52,041 $2.17M <0.01% +6,847 13F-HR Timeline Group INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 51,739 $2.16M 1.85% +430 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 48,544 $2.02M 0.01% -2,335 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 47,935 $2M 0.29% +10,331 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 43,682 $1.82M <0.01% +26,017 13F-HR Timeline Group Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 43,648 $1.82M 0.5% -156 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 36,576 $1.53M 0.51% +1,152 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 36,149 $1.51M 0.03% -58 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 36,066 $1.5M 0.03% +842 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 33,560 $1.4M 0.18% +3,282 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 33,254 $1.39M 0.33% +4,757 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 31,965 $1.33M 1.1% -606 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 31,055 $1.31M 0.08% -8,538 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 30,817 $1.29M 0.03% +118 13F-HR Timeline Group JDM Financial Group LLC More: the full row for JDM Financial Group LLC 30,733 $1.28M 0.49% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 29,765 $1.24M <0.01% +11,500 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 29,111 $1.21M 0.8% +376 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 27,106 $1.16M 0.07% +4,181 13F-HR/A Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 27,009 $1.13M 0.01% +1,003 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 26,910 $1.12M 1.25% +2,750 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 26,545 $1.12M 0.12% -476 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 25,872 $1.08M 0.16% +25,572 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 25,732 $1.07M 0.11% +92 13F-HR Timeline VanWeelden Wealth Management, LLC More: the full row for VanWeelden Wealth Management, LLC 24,434 $1.02M 0.81% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 23,808 $993K 0.01% -52,180 13F-HR Timeline Group BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 22,457 $937K 0.24% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 21,465 $896K 0.09% +3,162 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 20,861 $870K <0.01% -50,791 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 20,836 $869K 0.06% new 13F-HR Timeline Group WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 18,900 $862K 0.51% new 13F-HR Timeline Cornerstone Wealth, LLC/TN More: the full row for Cornerstone Wealth, LLC/TN 19,589 $859K 0.48% 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 18,925 $790K 0.13% +3,344 13F-HR Timeline Group Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 18,762 $783K 0.23% +10,662 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 18,430 $769K 0.04% -35 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 18,114 $756K 0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 17,659 $737K <0.01% 0 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 16,550 $690K <0.01% +6,942 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 15,992 $667K <0.01% +1,000 13F-HR/A Timeline GWN SECURITIES INC. 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More: the full row for First City Capital Management, Inc. 11,670 $487K 0.26% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 11,222 $468K 0.02% -1,138 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 11,144 $465K 0.32% -37 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 10,730 $448K 0.03% +160 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 10,672 $445K 0.02% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 10,485 $437K 0.01% +230 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 9,859 $411K 0.01% -977 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,840 $411K 0.03% +140 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 9,427 $393K 0.41% +150 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,252 $386K 0.01% +4,696 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 8,986 $375K 0.06% +1,757 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 8,906 $372K 0.1% 0 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 8,705 $363K 0.14% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 8,655 $361K 0.02% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 8,555 $357K <0.01% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 8,488 $354K <0.01% 0 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 8,361 $349K 0.12% -18 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 8,063 $336K 0.21% -2,981 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 7,985 $333K 0.13% 0 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 7,933 $331K 0.13% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 7,598 $317K 0.01% -804 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 7,173 $314K 0.02% 0 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 7,511 $313K 0.11% 0 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 7,005 $309K 0.16% 0 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 7,277 $304K 0.2% +1,198 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 6,875 $287K 0.02% +1,864 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 6,842 $285K <0.01% new 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 6,604 $276K 0.04% 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,565 $274K <0.01% -537 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,469 $270K <0.01% +273 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 6,437 $269K 0.14% -1,030 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 6,361 $265K 0.12% -5,597 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,135 $256K 0.01% -10 13F-HR Timeline Liberty Atlantic Advisors LLC More: the full row for Liberty Atlantic Advisors LLC 5,993 $250K 0.21% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,903 $246K 0.01% +833 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 5,721 $239K 0.01% -766 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 5,637 $235K 0.01% new 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 4,165 $222K 0.24% -76,577 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,273 $220K 0.01% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 5,273 $220K <0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,232 $218K 0.01% +324 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 5,165 $215K 0.05% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 4,997 $208K 0.16% -656 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 4,983 $208K 0.05% -670 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 4,476 $187K 0.19% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 4,177 $174K 0.05% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,745 $156K 0.01% +235 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,750 $115K 0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,162 $90.2K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,000 $83.4K 0.02% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,765 $73.6K <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 1,186 $49.5K <0.01% -34 13F-HR/A Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,083 $45.2K <0.01% +667 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 978 $40.9K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 833 $34.8K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 813 $33.9K <0.01% 0 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 770 $32.1K 0.09% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 500 $20.9K <0.01% 0 13F-HR Timeline Group GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 300 $12.5K 0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 254 $10.6K <0.01% 0 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 230 $9.6K <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 200 $8.42K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 96 $4.02K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 84 $3.5K <0.01% 0 13F-HR Timeline Group