Sequent Planning LLC More: the full row for Sequent Planning LLC 2,003,060 $52.4M 18.86% +146,000 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 926,196 $24.2M 0.05% +183,758 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 485,683 $12.7M 0.02% +48,647 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 439,049 $11.5M 4.27% new 13F-HR Timeline Kaye Capital Management More: the full row for Kaye Capital Management 382,881 $10M 4.09% +266,046 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 316,285 $8.27M <0.01% +13,874 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 272,612 $7.13M 0.01% +50,297 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 271,823 $7.11M -22,836 Timeline First Heartland Consultants, Inc. 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More: the full row for HARBOUR INVESTMENTS, INC. 101,734 $2.66M 0.08% +1,591 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 89,226 $2.33M <0.01% +20,784 13F-HR Timeline Group Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 88,719 $2.32M 0.99% -2,130 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 80,090 $2.09M 0.01% +11,950 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 79,881 $2.09M 0.03% -2,640 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 67,418 $1.76M 0.02% -3,300 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 58,858 $1.54M 0.01% +13,300 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 58,844 $1.54M 0.03% new 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 58,721 $1.54M <0.01% +40,132 13F-HR Timeline Group Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 57,918 $1.51M 0.26% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 52,624 $1.38M 0.29% -51 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 48,028 $1.28M 0.25% +12,930 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 47,638 $1.25M 0.02% +4,718 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 43,682 $1.14M 0.93% +11,767 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 43,627 $1.14M 1.34% +32,883 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 41,872 $1.09M 0.3% +745 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 32,591 $1.03M 0.95% 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 38,236 $1000K <0.01% +9,370 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 31,126 $814K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 29,916 $782K 0.02% +1,476 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 28,587 $748K 0.02% +19,699 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 28,020 $733K 0.08% +18,410 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 25,737 $673K 0.19% +8,179 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 25,287 $661K 0.01% new 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 25,198 $659K 0.27% +185 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 21,979 $575K 0.26% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 20,797 $544K 0.07% +13,325 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 19,820 $518K <0.01% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 19,218 $503K <0.01% -54,151 13F-HR/A Timeline Group Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 18,577 $486K 0.15% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 18,044 $472K 0.07% +1,550 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 15,763 $416K 0.01% -450 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 15,714 $414K 0.1% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 15,345 $401K <0.01% +5,816 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 15,198 $397K <0.01% +4,540 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 14,764 $386K 0.01% -1,489 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 14,621 $382K 0.1% +175 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 14,565 $381K 0.03% +7,700 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 14,363 $376K 0.35% -864 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 13,109 $343K 0.01% +180 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 13,039 $341K 0.04% +164 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 12,717 $333K 0.02% +762 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 12,600 $329K 0.02% +2,000 13F-HR/A Timeline Group Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 12,496 $327K 0.2% -2,190 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 11,982 $313K 0.04% +1,361 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 11,501 $301K 0.05% +881 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 11,048 $289K <0.01% new 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 10,500 $275K 0.01% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 10,413 $272K 0.02% -398 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 10,152 $265K 0.01% new 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 9,765 $255K <0.01% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 9,677 $253K 0.04% -425 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 9,481 $248K 0.01% +1,591 13F-HR Timeline Group Diligent Investors, LLC More: the full row for Diligent Investors, LLC 9,000 $235K 0.06% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,765 $230K 0.02% new 13F-HR/A Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 8,773 $229K 0.03% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,361 $219K 0.01% -66 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 8,353 $218K 0.05% 0 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 8,128 $213K 0.03% +696 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,061 $211K 0.01% -4,918 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 8,028 $210K <0.01% -3,000 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 8,020 $210K 0.02% -87 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 7,754 $203K 0.15% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 6,825 $178K 0.1% +6,063 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,469 $169K 0.01% +6,463 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 6,151 $161K 0.08% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,101 $160K 0.01% +1,990 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,540 $145K <0.01% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,289 $138K <0.01% -1,534 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,233 $137K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,835 $74.1K 0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,645 $69.2K 0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,304 $60K <0.01% -6,399 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 945 $26K <0.01% 0 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 857 $22.4K <0.01% +57 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 750 $19.6K <0.01% +500 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 723 $18.9K <0.01% -6 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 329 $8.6K <0.01% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 87 $2.27K <0.01% -256 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -3,185 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.