Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 883,234 $17.1M 0.63% +23,130 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 831,758 $16.1M 1.8% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 738,623 $14.4M 0.7% +32,436 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 715,864 $13.9M 3.24% +17,993 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 662,616 $12.9M 1.05% +403,209 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 321,888 $6.25M <0.01% +78,502 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 260,698 $5.06M 0.48% -3,314 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 256,140 $4.97M <0.01% +10,155 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 231,148 $4.49M 0.12% +12,526 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 196,911 $3.82M <0.01% +170,634 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 195,382 $3.79M 0.09% -149,626 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 140,378 $2.72M 0.04% +6,911 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 103,508 $2.01M 1.37% 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 98,597 $1.91M 0.11% -5,128 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 92,776 $1.8M <0.01% -345 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 83,237 $1.61M <0.01% +15,224 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 68,962 $1.34M 0.01% +3,433 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 60,454 $1.17M <0.01% +4,615 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 59,562 $1.16M 0.02% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 59,501 $1.15M 0.06% +2,259 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 52,799 $1.02M <0.01% +2,723 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 50,945 $989K 0.04% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 50,945 $989K 0.13% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 43,952 $853K 0.03% -2,954 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 40,011 $777K <0.01% -134,453 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 34,039 $661K 0.05% +53 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 32,955 $640K 0.28% +1,736 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 29,909 $581K <0.01% +12,788 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 27,624 $536K <0.01% +25 13F-HR Timeline Group Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 24,480 $475K 0.14% -3,528 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 24,124 $468K 0.4% +362 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 22,322 $433K <0.01% -4,314 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 19,463 $378K <0.01% +1,559 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 18,301 $355K <0.01% new 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 17,092 $332K 0.02% +321 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 13,395 $260K 0.18% new 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 13,280 $258K 0.11% +557 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 12,313 $239K 0.03% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 11,842 $230K <0.01% +189 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 11,637 $226K <0.01% new 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 11,298 $219K <0.01% +1,470 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 10,735 $208K <0.01% 0 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 8,928 $173K 0.13% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,370 $162K <0.01% +8,168 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 6,693 $129K <0.01% +6,550 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,283 $83.1K <0.01% -668 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,100 $60K <0.01% 0 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,362 $47K 0.01% +178 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,048 $39.8K <0.01% +3 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,031 $39.4K <0.01% -364 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,849 $35.9K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,441 $28K <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/ 1,250 $24.3K <0.01% new 13F-HR Timeline Group SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 1,225 $23.8K 0.01% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,135 $22K <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,089 $21.1K <0.01% -6,986 13F-HR/A Timeline Group Key Capital Management, INC More: the full row for Key Capital Management, INC 1,029 $20K 0.01% +233 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,000 $19.4K <0.01% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 697 $13.5K <0.01% +471 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 664 $13K <0.01% -39 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 500 $9.71K <0.01% new 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 480 $9.32K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 147 $2.85K <0.01% -500 13F-HR Timeline Group Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 55 $1.07K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 47 $912 <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 33 $641 <0.01% new 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 33 $641 <0.01% 0 13F-HR Timeline